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SUBMIT IDEA

Elements Ideas

Showing 254 of 254

Include/edit disclosures in accounts

Being able to create new/edit disclosures in the accounts. For example, being able to have detailed debtors and creditors note. Share capital note. Off-balance sheet events note etc. The current disclosure options don't allow for this.
Chris Morris over 1 year ago in Accounts Production Professional 2 Awaiting Prioritization

Closing Trial Balance Export as PDF

The ability to export closing trial balance as a pdf with full company details, year end, etc. This is already available as a csv and excel. However a pdf is equally important.
Amit Doshi 6 months ago in Accounts 0 Awaiting Prioritization

Trial Balance coloured rows will be helpful

Taxfiler trial balance has different coloured rows to guide manual entry of values to the trial balance. Please reinstate.
Alhassan Bangura almost 2 years ago in Accounts 2 Awaiting Prioritization

Clicking each issue log in accounts production should take you to the section you need to adjust

When a set of accounts are run in accounts production and there are issues (such as average employees aren't completed or advances/credits to directors note) it would be useful if you could click on the issue and it would direct you to the section...
Ryan Munt over 1 year ago in Accounts Production Essentials 0 Planned

Mapping report download

The ability to download a report outlining how nominal accounts have been mapped in elements. Clients often make up their own nominal accounts in their bookkeeping software. It would be helpful to be able to download the mapping information to sen...
Guest about 2 months ago in Accounts 0 Awaiting Prioritization

Company Share Register

It would be useful to have a share register, that allows us to complete accurate record keeping in real time for a variety of share transactions.
Nick Lloyd 5 months ago in Company Secretarial 0 Planned

Clients accounts due alert

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.
sarah hadley over 2 years ago in Accounts Production Essentials 7 In Discovery

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 10 months ago in Company Secretarial 0 Awaiting Prioritization

Filter clientlist by risk level

I can see the idea to add filters to the client list for the risk type, missing risk assessments, etc has been put on nearly 2 years ago and is still only marked as "planned". This is an important option for if a regulatory body would like to revi...
Guest 3 months ago in AML 1 Planned

Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover over 1 year ago in Practice Management 5 Planned