Elements Ideas

Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.

Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc

We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...

When adding a clients date of birth, why can't I just type the date in as opposed to having to find year, date and then month?

Most small sole traders and landlords do not bother with a balance sheet and are happy just to approve a detailed P&L account. Also the ability to remove the word Chartered from the accountants report would actually make this product useable f...

I would like to assign permissions to staff so that not all staff can view and/or create proposals.

I would like to be able to generate leads or even automate proposals using webforms that can be placed on my website, social media platforms etc.

It would be useful to be able to view and print the detailed entries for SA900s.

To have a search box, in which you can put either the clients first name, second name or any criteria. This would speed up looking for clients.

It would be helpful to be able to view either Accounts or Tax Returns by client for quicker editing .... sorted by most recently edited ... this follows on from comments about "Recently Edited" (as in Tax Filer) was extremely helpful.