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Elements Ideas

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Foreign currency presentation

We are trying to prepare an accounts which is in Euro. Elements currently does not allow to use any other currency apart from £. It would be good if we can change the presentation currency in the face of the accounts.
Guest about 1 year ago in Accounts 3 Awaiting Prioritization

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath almost 2 years ago in Practice Management 0 Awaiting Prioritization

Add extra notes

Ability to include extra notes.
Alex John almost 3 years ago in Accounts Production Essentials 1 Awaiting Prioritization

Client Form - Link - Auto Generate Client Data In Elements

It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter almost 2 years ago in Practice Management 2 Awaiting Prioritization

Job Notes Tab in tax return

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...
Alan Webb over 1 year ago in Tax 1 Awaiting Prioritization

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton about 2 years ago in Practice Management 1 Awaiting Prioritization

Default SHOW Clients - Edit default

The default display view for clients is 15. Can the Default be editable and set by by the user please.
Andrew Pearson over 1 year ago in Accounts Production Essentials 2 Awaiting Prioritization

Supervisory Body Update

Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...
Harish Balaji about 1 year ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Preparation of Foreign Company Account and Tax return

This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
Kazeem Salaam 4 months ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Sage cloud

Can we add a mapping to import Trial Balances into Accounts Production.
Guest over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization