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SUBMIT IDEA

Elements Ideas

Showing 248 of 248

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton over 2 years ago in Other 4 Awaiting Prioritization

Customise client 'Information' screen

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.
Danny McGrath almost 2 years ago in Client Management 0

Foreign currency presentation

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 about 1 year ago in Accounts 3 Awaiting Prioritization

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 almost 2 years ago in Accounts Production Essentials 3 Already exists

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 6 months ago in Accounts / Practice Management / Tax 1 In Discovery

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath almost 2 years ago in Practice Management 0 Awaiting Prioritization

Updating custom fields using import template

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.
Joe Dixon 6 months ago in Creating Clients 1 In Discovery

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 6 months ago in Client Management 1 Planned

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 9 months ago in Other 0 In Discovery

Add extra notes

Ability to include extra notes.
Alex John almost 3 years ago in Accounts Production Essentials 1 Awaiting Prioritization