Submit Idea
SUBMIT IDEA

Elements Ideas

Showing 80

Customised Client View

#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Doug McAdam 7 months ago in Client Management 1 Released

Ability to amend/ rename headings on trial balance

Ability to amend headings on the trial balance for expenditure, which isn't already included.
Alex John over 2 years ago in Accounts Production Essentials 3 Released

Ability to prepare and file LLP accounts

Plenty of businesses still trade via LLP's. The accounts are largely similar to Ltd company's with a few differences.
Ryan Munt 12 months ago in Accounts Production Professional 0 Released

A setting in task calendars that automatically hides or removes completed tasks

This would streamline workflow by keeping the view focused on pending items, reducing clutter and saving time.
Eve W over 1 year ago in Practice Management 3 Released

Ability to enter journals

The ability to enter journals rather than just change figures would give a better audit trail.
Alex John over 2 years ago in Accounts Production Essentials 2 Released

Elements - Be able to identify who is missing a risk assessment or KYC assessment

It is possible to identify who is missing an identity check on the electronic ID checks screen (show only individuals without an ID check radio button). It would be helpful to also be able to identify who is missing a risk assessment and KYC asses...
Guest almost 2 years ago in AML 3 Released

Ability to see the number of Tax Returns completed and outstanding

It would be really useful to be able to see at a glance the total number of tax returns completed and outstanding (or at all different stages) for a particular tax year.
Jenny Strudwick almost 3 years ago in Tax 3 Released

Client view to have UTR numbers on the client list

Not sure if this has already been mentioned, would be great to see the UTR numbers on the client list.
Leena Kandoi about 1 year ago in Client Management 3 Released

Being able to Export and Print Closing TB

Be able to print and export closing TB's, also to be able to print off nominals.
Lucy Clover about 1 year ago in Accounts Production Essentials / Accounts Production Professional 1 Released

Some way of pulling a list showing clients who still require a risk assessment completed

If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
Guest 5 months ago in AML 1 Released