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Elements Ideas

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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 almost 2 years ago in Accounts 2 Awaiting Prioritization

Sage cloud

Can we add a mapping to import Trial Balances into Accounts Production.
Guest over 1 year ago in Accounts Production Professional 0 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 almost 2 years ago in Practice Management 1 Awaiting Prioritization

Download Accounts reports in CSV format and/or have an analysis report

It would be useful if the detailed profit and loss and balance sheet (the "working papers" report in micro accounts) could be downloaded in csv format (or other spreadsheet format). This would facilitate further interrogation and presentation of t...
Timothy Burton 6 months ago in Accounts 0 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 over 1 year ago in Practice Management 1 Awaiting Prioritization

to be able to add sub heading in trial balance

No description provided
Guest 6 months ago in  0 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

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 about 2 years ago in Practice Management 0 Awaiting Prioritization

Preparation of Foreign Company Account and Tax return

This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
Kazeem Salaam 7 months ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove 7 months ago in Practice Management 3 Awaiting Prioritization