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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.
Tara Hotston over 2 years ago in Practice Management 1 Released

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 about 3 years ago in Tax 0 Released

Price overrides

I would like to override default service prices when creating proposals
Rob Millen over 3 years ago in Proposal Manager 1 Released

Some way of pulling a list showing clients who still require a risk assessment completed

If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
Guest 11 months ago in AML 1 Released

Accounting Year End Date on Client list

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.
Leonie Laycock 11 months ago in Client Management 2 Released

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest 11 months ago in Accounts Production Essentials 1 Released

AML risk assessments - can't approve in V2!

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...
Guest 12 months ago in AML 7 Released

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....
David Brown about 1 year ago in AML / Client Management 2 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 about 3 years ago in Tax 1 Released

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 over 2 years ago in Client Management 2 Released