This would be useful to see all accounting dates in the client listing to track deadlines and prioritise work flow. Also reducing the risk of missing deadlines.
At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an i...
We have just moved to V2 of Elements AML - and staff are no longer able to approve client risk assessments (they could in V1). This is reserved only for MLROs. This doesn't work - as the staff are the ones carrying out the work - and the ones best...
Need reporting capability in AML to identify clients in high normal low and none categories
the client list on elements v1 contained an status status column so you knew clients that needed to be dealt with and for others you knew the risk. now there is just a client list an no mention of whether AML complete or what the level of risk is....
It would be great to customise the client view so that I could see who all my contacts are for every client. Having this view would help me ensure that for all my contacts I have all the information I need or identify gaps in my records to ensure ...
Add notification to client signature on documents portal
Client signs document and the box disappears- several clients have emailed to say they didn't know if it had worked. There needs to be a message pop up to say that it has been signed and a notification has been sent to the accountant.
Automatically marking a return as Amended if one has already been submitted in the software
If I am producing an amended tax return in the software where the original was submitted, it should automatically default to showing as an amended return.
Jenny Strudwick
almost 3 years ago
in Tax
0
Released
Automatically complete repayment claims with my details
I would like to have the option to specify that all repayment claims are completed with my Practice details, so that I don't have to re-enter the same data on every tax return where a repayment is due.
Jenny Strudwick
almost 3 years ago
in Tax
1
Released
7
Released
2
Released
1
Released
