It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
When notification comes in that client has signed a document-click the notification to go straight to the client
You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston
over 1 year ago
in Practice Management
1
Awaiting Prioritization
PM contacts can be used properly by more than one client record
At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest
about 2 months ago
in Relationships
2
In Discovery
I am writing to suggest a new feature that could significantly enhance the security and usability of your product: automatic password protection for PDF documents. This feature will increase the security of clients' data when sending tax returns a...
Muhammad Dar
6 months ago
in Other
1
Will not implement
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
over 1 year ago
in Practice Management
0
Awaiting Prioritization
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
6 months ago
in Accounts
2
Awaiting Prioritization
Could you add feature to download a copy of individual AML Risk Assessments, KYC and other ANL reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards
12 months ago
in AML
1
Awaiting Prioritization
1
Planned
1
Awaiting Prioritization
