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Practice Management

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Ability to delete users

Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove about 1 month ago in Practice Management 0 Awaiting Prioritization

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove about 1 month ago in Practice Management 3 Awaiting Prioritization

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston almost 2 years ago in Practice Management 1 Awaiting Prioritization

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 over 1 year ago in Practice Management 0 Awaiting Prioritization

Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
Aziz 8 months ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization

Client Form - Link - Auto Generate Client Data In Elements

It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter over 1 year ago in Practice Management 2 Awaiting Prioritization

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton about 2 years ago in Practice Management 1 Awaiting Prioritization

The ability to go back to the job list when already in a job.

If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Ryan Munt about 1 year ago in Practice Management 1 Awaiting Prioritization

Ability to mark a Ltd company as dormant

Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin over 1 year ago in Practice Management 1 Awaiting Prioritization

Ability to delete 'Lookups'

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.
Danny McGrath over 1 year ago in Practice Management 0 Awaiting Prioritization