#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...
Sometimes more than one director requests to sign the accounts. It would be very useful if you could add more than one directors approval to the accounts, rather than a default one director
Select contents to be included in accounts or excluded
When using the accounts production there should be an option to select the contents to be included or excluded from the accounts e.g to include an accountants report or not.
Notification to client that signature has been successful on documents
Feedback from my clients when signing a tax return sent via documents they type in their name and then it disappears. They want a prompt on screen to show it has been successfully signed and I have been notified.
Skip the process of downloading the IXBRL set of accounts to then go back to the corporation tax schedule and manually attach the IXBRL but instead for Elements to do this automatically and refresh each time a new IXBRL is available.
