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Elements Ideas

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Zapier integration

Zapier integration would help massively, particularly as we use different apps for different business purposes.
Adam Owens over 2 years ago in Practice Management 1 Awaiting Prioritization

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.
james cannaford almost 2 years ago in Practice Management 1 Awaiting Prioritization

Confirm if company is active

In past some companies remain dormant and therefore end up submitting dormant accounts which is correct. When circumstances change and these companies become active there is no reminder to remove the dormant accounts status. This would be helpful ...
abbas gulamali 8 months ago in Accounts 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 almost 2 years 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 over 1 year ago in Practice Management 1 Awaiting Prioritization

Firmwide risk assessments

It would be useful is we could automate the numbers in the firmwide risk assessment, so it populates the number of clients, from the client list.
Guest 8 months ago in  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 about 2 years ago in Practice Management 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 over 1 year ago in AML 1 Awaiting Prioritization

Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes about 2 years ago in Practice Management 1 Awaiting Prioritization