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Accounts Production Essentials

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Ability to run DRAFT accounts

For sending draft accounts to clients for review prior to being finalised in accounts production in Elements.
Graeme Tough 7 months ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

Clicking each issue log in accounts production should take you to the section you need to adjust

When a set of accounts are run in accounts production and there are issues (such as average employees aren't completed or advances/credits to directors note) it would be useful if you could click on the issue and it would direct you to the section...
Ryan Munt 7 months ago in Accounts Production Essentials 0 Planned

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed 4 months ago in Accounts Production Essentials 0 Awaiting Prioritization

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 7 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 0

Clients accounts due alert

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.
sarah hadley over 1 year ago in Accounts Production Essentials 6 In Discovery

Audit report

Preparation of audited accounts should be included in the Iris Element.
Guest 10 months ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

Appointment or resignation date on company information page

It would be good to have an option to have a date next to the directors name on appointment or resignation. Eg. Mr M Smith (appointed 01/01/2023).
Charlotte Ing over 1 year ago in Accounts Production Essentials 1 Awaiting Prioritization

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest about 1 month ago in Accounts Production Essentials 1 Planned

Keep Sole Trader Accounts and Tax return in the same section, like accounts and corporation tax for limited companies

It is better to keep the sole trader accounts in the same section as the individual tax return similar to classic taxfiler. This way you do not need to create a whole new relationship.
Guest over 1 year ago in Accounts Production Essentials 0 Duplicate

Supervisory Body Update

Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...
Harish Balaji 7 months ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization