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Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior 2 months ago in AML 1 In Discovery

Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein 2 months ago in Practice Management 1 Awaiting Prioritization

Client dashboard needs to be edited in same way home screen can so you can see what you feel is important

I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston over 1 year ago in Other 2 Awaiting Prioritization

CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest 12 months ago in Accounts 3 Planned

Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest 12 months ago in Accounts 0 Planned

Able to change account descriptions and add new accounts

It would be helpful if we could change the name of some accounts for example rename Employee costs: entertaining to customer entertaining. Or change software to computer costs. The sales accounts and cost of sales accounts are also very limited.
Haydn Link about 1 year ago in Accounts Production Essentials 3 Already exists

Default SHOW Clients - Edit default

The default display view for clients is 15. Can the Default be editable and set by by the user please.
Andrew Pearson 10 months ago in Accounts Production Essentials 2 Awaiting Prioritization

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton over 1 year ago in Practice Management 1 Awaiting Prioritization

PDF Password Protection

I am writing to suggest a new feature that could significantly enhance the security and usability of your product: automatic password protection for PDF documents. This feature will increase the security of clients' data when sending tax returns a...
Muhammad Dar 5 months ago in Other 1 Will not implement

Increase functionality of Company Secretarial

Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
Ryan Munt 8 months ago in Company Secretarial 3 Planned