Submit Idea
SUBMIT IDEA

Elements Ideas

Showing 84

Save what the client list is sorted by

Please can you find a way to enable us to save the client list in a specific order e.g. Client Ref? At the moment it sorts by client first name which is not very useful. Please can you also enable us to save the number of clients shown as we have ...
Guest about 2 years ago in Client Management 2 Released

Ability to purchase add on for signature request

Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Jenny Edwards about 1 year ago in Accounts / Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional / Practice Management / Tax 1 Released

Business description available when creating a new sole trader client

Business description is a mandatory field for tax returns so when creating a new client as this is not on the first page this is often missed and you are then unable to submit the tax return without then going onto another page to add this data.
Parkers Accountancy about 1 year ago in Creating Clients 1 Released

Restrict users

I would like to restrict certain users so that they cannot create jobs and workflows within the system.
Guest over 2 years ago in Practice Management 2 Released

Reports Feature

It would be really useful to be able to pull off various reports, such as clients risk assessment score, or those which are approaching expiry etc.
Jane Rigley over 1 year ago in AML 3 Released

I want to sort my client list by the 'Client ID' column

We use a "ZZZ" client ID prefix for old clients - it would be useful to be able to sort clients by 'Client ID' so we can identify these quickly Reported by Lee Gardner 08/07/2022
Rob Millen almost 3 years ago in Client Management 0 Released

Save changed column widths in clients list

When changing the size of the column, so that I can see all of the client name, it would be useful to save the change permanently and not have to change each time I go to the client list.
Philip Roberts over 1 year ago in Practice Management 1 Released

Sort client list

It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
Guest over 1 year ago in Client Management / Practice Management 1 Released

Accounts on dashboard

This is for elements. I would like to see on dashboard the accounts that I am working on. It is incredibly frustrating that I have to go to clients, find the client then see the draft accounts. I maybe working on several accounts at the same time ...
Guest over 1 year ago in Accounts 0 Released

Elements - Be able to identify who is missing a risk assessment or KYC assessment

It is possible to identify who is missing an identity check on the electronic ID checks screen (show only individuals without an ID check radio button). It would be helpful to also be able to identify who is missing a risk assessment and KYC asses...
Corinne Harper about 2 years ago in AML 1 Released