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Be able to download time stamped accepted proposal and engagement letter

For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest 3 months ago in Proposal Manager 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.
Lucy Clover over 1 year ago in Practice Management 5 Planned

Show Directors Report in FRS105 Micro Account

It is available in most good accountancy software
Guest 12 months ago in Accounts Production Professional 1 Awaiting Prioritization

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 almost 2 years ago in Accounts Production Essentials 7 In Discovery

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed 10 months ago in Accounts Production Essentials 0 Awaiting Prioritization

Ability to delete users

Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove 3 months ago in Practice Management 0 Awaiting Prioritization

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd about 1 year ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

IRIS Docs migration to Elements document management system

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements
Guest about 2 months ago in Other 0 In Discovery

Add practices logo to accounts

Ability to add accounting firms logo to the front page of the accounts and/or accountants report.
Alex John almost 3 years ago in Accounts Production Professional 2 Awaiting Prioritization

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 4 months ago in Practice Management 0 In Discovery