Accounts Report for Ltd Cos needs Column for Cos House filing response
For Ltd companines, the accounts report should have a column showing the companies house filing response (ie either Accepted or Rejected or blank for those not yet filied) This feature was available in Taxfiler - see attached screenshot - column o...
It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.
When proposals approved by client message needs to be sent to accountant
When a proposal is approved by the client, the client gets an email telling them their proposal is live but the accountant doesnt even know they have approved. Accountant needs an email too.
Ability to have important notes on client dashboard
Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton
over 1 year ago
in Practice Management
1
Awaiting Prioritization
Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley
about 1 year ago
in AML
1
Awaiting Prioritization
Link Elements client record and Xero client record
Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein
7 months ago
in Practice Management
1
Awaiting Prioritization
To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Caroline Gudgeon
almost 2 years ago
in AML
4
Planned
It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
0
1
Awaiting Prioritization
1
Awaiting Prioritization
