Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
Proposal Manager - allow proposals to be edited at different stages of the process
I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes
over 1 year ago
in Proposal Manager
1
Awaiting Prioritization
Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston
over 1 year ago
in Practice Management
0
Awaiting Prioritization
Xero sales ledger does not sync with client list in elements
When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements. You should be able to 'match' the client in xero with the one in elements. see how other p...
Louis Evangelou
6 months ago
in Practice Management
1
Awaiting Prioritization
Instead of manually updating the risk profile, can this get automatically updated whenever a risk assessment is done? For example if in 2021 the risk assessment came back as low then the risk profile would show as low, when the assessment is done ...
Guest
about 2 years ago
in AML
1
Awaiting Prioritization
Access to jobs from the work tab when in a client.
To pull up jobs outstanding I use the 'work' tab along the top and then click 'all jobs;. This is only available if I am not in a client. If I am in a client and click 'work' then all it shows me is 'your tasks'. 99% of the time I am using element...
0
Awaiting Prioritization
1
Awaiting Prioritization
1
Awaiting Prioritization
