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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 11 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 12 months ago in Accounts Production Essentials 0 Planned

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 almost 2 years ago in Accounts Production Essentials 7 In Discovery

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed 8 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 11 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

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 almost 2 years ago in Accounts Production Essentials 1 Awaiting Prioritization

Audit report

Preparation of audited accounts should be included in the Iris Element.
Guest about 1 year ago in Accounts Production Essentials / Accounts Production Professional 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 about 2 years ago in Accounts Production Essentials 0 Duplicate

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 over 1 year ago in Accounts Production Essentials 6 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 over 1 year ago in Accounts Production Essentials 3 Already exists