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Presentable Trial Balance able to be printed

It would be good to be able to print a TB, that shows the company, year end, current year and prior year figures, printable to PDF.
Chris Morris about 2 years ago in Accounts Production Professional 1 Released

Diary

It would be useful to see what clients are coming up to year end and to make sure no one has been missed with deadlines.
Guest about 1 year ago in Client Management 3 Released

The size of the client list should be capable of being saved permanently

The minimum client listing is set to 15 clients and you have to change this each time you access the list to find a client which is irritating. The facility to save the ideal client list shown should be capable to be saved from on session to another.
Allan Frost over 2 years ago in Client Management 1 Released

Assign Clients to users

In Taxfiler we were able to hide clients from users, this feature has been removed for some reason and I would apprecitate this being brought back as not all collegues should be able to see all clients.
michelle mckinnon 10 months ago in Client Management 3 Released

Search client by other criterias

The current client list allows you to search by client name only. What if I received a letter from HMRC displaying only the client's VAT registration number? This is the case with the penalty letter points that HMRC recently sent to accountants, w...
Aziz over 1 year ago in Client Management 1 Released

Import from Xero

Being able to have a direct link to the Xero, similar to what tax filer had.
Lucy Clover over 1 year ago in Accounts Production Professional 11 Released

Ability to download reports such as client lists

No description provided
Grant Middleton over 2 years ago in Practice Management 5 Released

Migrating from PTP

Do a YouTube video ! Would be good to see what to do instead of searching help and discovering the DMA tool and then having to work through it all. When you try to go back to Help, it gives an error 404. I'm new to Elements, because IRIS is discon...
Guest 4 months ago in Tax 1 Released

Condense information screen

Too spread out, needing to scroll down to find the useful information eg phone number and email address at the bottom. Would be better to be able to display everything on one screen without the need for scrolling. Many other screens this would be ...
Tara Hotston over 2 years ago in Practice Management 3 Released

Ability to save preferred customised views

When we log in to elements it defaults to showing 15 clients. You need to update this to show more clients everytime you return to that page. it would be helpful to be able to save the customised/last view. Also we like to view clients by client I...
Vicki SILVERA over 1 year ago in Practice Management 0 Released