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Submit "Ask a Client to Authorise you" Through the each client

Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the clien...
Owen Sheehan 11 months ago in Client Management / Tax 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

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 5 months ago in Proposal Manager 0 Awaiting Prioritization

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 over 1 year ago in Relationships 0

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

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 about 2 years ago in Accounts Production Essentials 1 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 5 months ago in Practice Management 0 In Discovery

Resend Activation Email

Since we adopted the practice manager, our practice has faced challenges. We activated accounts for several clients. They called us to say they did not receive the activation email or, by mistake, deleted it. The client cannot log into the portal ...
Aziz 5 months ago in Practice Management 0 In Discovery

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 4 months ago in Practice Management 0 Awaiting Prioritization

Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.

No description provided
Guest 3 months ago in Client Management / Tax 0