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IRIS Docs migration to Elements document management system

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements
Guest about 9 hours ago in Other 0 In Discovery

AML Policies & Procedures Print

There is currently no option to print out the Policies & Procedures created within IRIS Elements AML
Guest 3 days ago in AML 0 In Discovery

LTD COMPANY AS SHAREHOLDER IN COMPANY FORMATION

At the moment, if we want to add a LTD COMPANY as shareholder in company formation, the system does not allow it. It is not good if we want to create a company which will be a subsidiary of another company. Can you urgently look into this? Thanks.
Guest 5 days ago in Company Formations 0 Awaiting Prioritization

Closing Trial Balance Export as PDF

The ability to export closing trial balance as a pdf with full company details, year end, etc. This is already available as a csv and excel. However a pdf is equally important.
Amit Doshi 5 days ago in Accounts 0 Awaiting Prioritization

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas 7 days ago in Client Management / Tax 0 In Discovery

Search client by Submission Status

We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Owen Sheehan 7 months ago in Client Management / Tax 0 In Discovery

Preview of company accounts too small

The window displaying the company accounts only uses part of the browser window and so only displays about half of each page if you zoom out to display the full page then it's too small to read.
Daniel Grenham over 1 year ago in Accounts 10 Awaiting Prioritization

Accounts in the dashboard

You can see a nice pie chart of tax returns and completion status, why would you not also have this for accounts status?
Wayne Glenton over 1 year ago in Accounts Production Professional 5 Awaiting Prioritization

Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa

As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
Guest 9 months ago in Accounts / Practice Management / Tax 0 In Discovery

Accounts Submission Status

For the company tax returns, there is a column that indicates the status of submission to HMRC. Having the same for account submission to the company house would be helpful to show if the company house accepts the account.
Aziz 4 months ago in Accounts 0 Awaiting Prioritization