Submit Idea
SUBMIT IDEA

All ideas

Showing 100

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 11 months ago in Practice Management 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...
Ryan Munt 11 months ago in Practice Management 1 Awaiting Prioritization

Risk Profile

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 almost 2 years ago in AML 1 Awaiting Prioritization

Upload PDFs for Policies

Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley 12 months ago in AML 1 Awaiting Prioritization

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.
james cannaford over 1 year ago in Practice Management 1 Awaiting Prioritization

Institute of Accountants & Bookkeepers (IAB) Wording on the Accountants Report within Elements Accounts Production

Please could we include wording for IAB on acocuntants report.
Steve Murray about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton over 1 year ago in Practice Management 0 Awaiting Prioritization

To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 6 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

Invoicing and revenue summary

You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith over 1 year ago in Practice Management 1 Awaiting Prioritization