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Elements Ideas

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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 6 Planned

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 7 months ago in Accounts 0 Awaiting Prioritization

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 3 years ago in Accounts Production Professional 2 Awaiting Prioritization

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA about 2 years ago in Tax 5 In Discovery

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 11 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 5 months ago in AML 1 Planned

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.

Show Directors Report in FRS105 Micro Account

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

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 over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed about 1 year ago in Accounts Production Essentials 0 Awaiting Prioritization