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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 8 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 8 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

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 11 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

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 almost 2 years ago in Accounts Production Essentials 0 Duplicate

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest 2 months ago in Accounts Production Essentials 1 Planned

Expanded Notes to the Accounts

I need to be able to add other notes sections like directors remuneration and so forth. These should either be free text or allow current and comparative year values with users choice of row count.
Web Solutions about 1 year ago in Accounts Production Essentials 5 Awaiting Prioritization