Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view
When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes
about 2 years ago
in Practice Management
1
Awaiting Prioritization
Xero sales ledger does not sync with client list in elements
When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements. You should be able to 'match' the client in xero with the one in elements. see how other p...
Louis Evangelou
9 months ago
in Practice Management
1
Awaiting Prioritization
When setting up a new tax client give the options of inserting more than one nationality for dual nationals. Also be able to insert "not known" or leave blank if this information is currently unavailable. And to have the ability to edit this secti...
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.
1
Awaiting Prioritization
1
Awaiting Prioritization
0
