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Elements Ideas

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Easy to get to a different client from another client

Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson about 2 years ago in Client Management 6 Awaiting Prioritization

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton over 2 years ago in Other 4 Awaiting Prioritization

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 over 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 about 2 years ago in Practice Management 0 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 about 2 years ago in Practice Management 2 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 over 2 years ago in Practice Management 1 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

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

Accounts Dashboard Status

For both Tax Returns and Corporation Tax Returns it has the useful feature in a pie chart format, this shows open, draft and submitted returns. This would be an incredibly useful feature to have for Accounts to see in the same format, Draft, Final...
Christina Gouveia 8 months ago in Accounts 0 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 over 1 year ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization