Elements Ideas

MLR specifiy that money laundering needs to have relevant risk assessments. This is not possible when i have to answer a lot of unrelevant questions for my clients.

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.

In some sections you can type the date in, in others you can only enter it using a pop up calender. Confusing, and much faster to be able to type. The pop up calender caused some problems when entering accounting period onto SA100s as previously t...

I found the bulk questionnaire for my 2023 tax return clients, however there wasn't an easy way to send this to the clients and as the documents section kept falling over these were then emailed individually which was incredibly time consuming. Wo...

Where you have to create a new client for a sole trader to be able to enter the details in the individuals tax return, that then creates new jobs/tasks for client take on etc which are already there for the individual. Where I imported all my clie...

On my home page SA returns OPEN are showing as orange whereas CT returns FILED are showing as orange... makes more sense that the colour options match otherwise its confusing.

After Viewing HMRC Data in Data Input of Tax return. System should give the user choice to add the data automatically to tax return. Currenlty, is should be done manually.

I found the bulk export of clients data for tax returns to check address update shares interest etc but couldn't find a way to send this easily to the clients. Because the documents tab had ongoing issues I sent them individually via email to abou...

Is it possible to have information from a partner, e.g. income from property, copied to the other partner without having to re-enter all the information?