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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 12 months 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

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

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 over 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 over 1 year ago in Creating Clients 1 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 about 3 years ago in Client Management 0 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

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