Submit Idea
SUBMIT IDEA

All ideas

Showing 235 of 235

I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Filter client list by AML attributes

Can you add a way to filter by AML ie. risk levels, missing risk assessment etc.
james cannaford over 1 year ago in AML 1 Planned

Populate the narrative field when importing a TB

We go through the trouble of entering this data on the import file (column B) and this should be brought in to the narrative part of the source data.
Wayne Glenton over 1 year ago in Accounts Production Professional 0 Planned

Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson 10 months ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Back up data prior to deleting client

Taxfiler gave the option to create a back up of the client and data prior to deletion. Clients sometimes return and it gives a useful back up to restore if this happens or if there are later queries such as an HMRC enquiry.
Guest 10 months ago in Client Management / Tax 0

Download policy

when authorities such as HMRC or AAT want to see your policies - I can not send them as currently not an Option to download.
Guest 10 months ago in AML 1 Planned

Electronic checks

When the button for electronic check is pressed - system to ask if sure - so that not done by accident.
Guest 10 months ago in AML 1 Awaiting Prioritization

Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali over 1 year ago in Practice Management 0 Awaiting Prioritization

Right click - Open link in new tab

All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
Chris Burgess 10 months ago in Client Management 0 In Discovery