Elements Ideas

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...

When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...

Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the 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.

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.

Allow more detail visible on screen without scrolling.

You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...

As you can't amend the account headings of the accounts, it would be useful to be able to export to word so that such amendments can be made before sending to clients.

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?

Do not show inactive clients in list of outstanding or upcoming returns - Once they are inactive they should not appear on this list