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List the beneficiaries and trustees of a trust on the AML tab

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.
Guest over 1 year ago in AML 2 In Discovery

Power of Attorney as relationship for individuals

We would like to be able to perform AML checks on the Power of Attorneys for clients. There isn't currently a suitable relationship category for them
Amy Heron 5 months ago in Client Management 0 In Discovery

Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen 10 months ago in Proposal Manager 1 In Discovery

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins 6 months ago in  0 In Discovery

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 6 months ago in Accounts / Practice Management / Tax 1 In Discovery

Client take on data entered gets copied to Information tab

When 'filling in a form' for VAT, PAYE, etc this data should be added to the clients Information tab.
Guest almost 2 years ago in Practice Management 0 In Discovery

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover over 1 year ago in Practice Management 3 In Discovery

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey about 2 years ago in Client Management 2 In Discovery

Control over client activation email

Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Guest over 1 year ago in Practice Management 0 In Discovery

Ability to tick and mark multiple jobs as complete from the job/tasks page.

Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
Parkers Accountancy about 1 year ago in Practice Management 0 In Discovery