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...
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.
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
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...
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
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.
0
Planned
0
Awaiting Prioritization
5
Planned
