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Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 11 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 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 over 2 years ago in Accounts Production Professional 2 Awaiting Prioritization

Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 3 months ago in Proposal Manager 2 Planned

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove about 1 month ago in Practice Management 3 Awaiting Prioritization

Ability to amend notes on face of accounts

Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
Bobby Millard about 1 month ago in Accounts Production Professional 0 Awaiting Prioritization

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter over 1 year ago in Creating Clients 3 Planned

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 2 months ago in Practice Management 0 In Discovery

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee about 1 year ago in Relationships 0 In Discovery

Ability to include additional accounting policies

The current system does not allow for other accounting policies to be added under FRS 102 s1A such as Impairment, Provisions etc. Several blank areas should be included so we can add accounting policies as required. It would also be useful to have...
Vicki SILVERA about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Appointment or resignation date on company information page

It would be good to have an option to have a date next to the directors name on appointment or resignation. Eg. Mr M Smith (appointed 01/01/2023).
Charlotte Ing almost 2 years ago in Accounts Production Essentials 1 Awaiting Prioritization