Could you add feature to download a copy of individual AML Risk Assessments, KYC and other ANL reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Duplication of Information in Information and Contact Tabs
It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.
It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.
Jane Rigley
over 1 year ago
in AML
3
Awaiting Prioritization
PM contacts can be used properly by more than one client record
At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
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.
Easy to get to a different client from another client
Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson
over 1 year ago
in Client Management
6
Awaiting Prioritization
We are trying to prepare an accounts which is in Euro. Elements currently does not allow to use any other currency apart from £. It would be good if we can change the presentation currency in the face of the accounts.
Guest
12 months ago
in Accounts
3
Awaiting Prioritization
The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
3
In Discovery
1
Planned
3
Already exists
