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Sage cloud

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

Option to not show proprietor address on accounts

My client base is mostly micro businesses and their business address is their home address. For presentation purposes, the business information page on the accounts therefore looks a bit silly as I am showing the same address twice. An option to n...
Craig Thornton over 1 year ago in Accounts 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 4 months ago in Accounts 0 Awaiting Prioritization

Mark client as Active or Inactive

The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz 9 months ago in Client Management 4 Awaiting Prioritization

The ability to go back to the job list when already in a job.

If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Ryan Munt about 1 year ago in Practice Management 1 Awaiting Prioritization

Ability to mark a Ltd company as dormant

Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin over 1 year ago in Practice Management 1 Awaiting Prioritization

Ability to delete 'Lookups'

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.
Danny McGrath almost 2 years ago in Practice Management 0 Awaiting Prioritization

Institute of Accountants & Bookkeepers (IAB) Wording on the Accountants Report within Elements Accounts Production

Please could we include wording for IAB on acocuntants report.
Steve Murray over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Store user information such as DOB

An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright over 1 year ago in Other 1 Awaiting Prioritization

Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount

Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.
Chris Morris over 2 years ago in Practice Management 1 Awaiting Prioritization