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Accounts

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Companies House Personal Code

Under the new companies house legislation from 18th November all directors and PSC will require a personal code from companies house to file CS01's. we need a box to store this information so we can add it to the returns.
JAYNE PERRY 27 days ago in Accounts / AML / Client Management 1 Planned

Accounts fonts

Include a facility to change /capitalise the fonts in the final accounts
Stephen Stone 28 days ago in Accounts 0 Awaiting Prioritization

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 almost 2 years ago in Accounts 10 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 about 1 year ago in Accounts / Practice Management / Tax 0 In Discovery

To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)

Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
Guest over 2 years ago in Accounts / Client Management / Tax 12 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 9 months ago in Accounts 0 Awaiting Prioritization

Add a setting to change time before being automatically logged out

The time before being logged out feels quite short as sometimes I'll be on a page and filling in lots of information and take a phone call or get side-tracked. When I come back to Elements and click save, I'm logged out and the data entered is los...
Matthew Ansermoz almost 2 years ago in Accounts / Other / Tax 15 Awaiting Prioritization

Mapping report download

The ability to download a report outlining how nominal accounts have been mapped in elements. Clients often make up their own nominal accounts in their bookkeeping software. It would be helpful to be able to download the mapping information to sen...
Guest about 1 month ago in Accounts 0 Awaiting Prioritization

Widen accounts mapping boxes

When reviewing imported trial balances the text boxes are too narrow so you can only see part of the mapping hierachy eg. P&L: Legal and prof. The choices under this hierachy cannot be seen so you need to take an extra step to confirm the mapp...
Rob Lyall almost 2 years ago in Accounts 6 Planned

Make practice management and tax accounts mobile friendly

I cannot access anything on iris elements on a mobile, it is unsuable for viewing or editing anything. If this was possible I could check and action important tasks on the go or out of office hours where I don't have access to my laptop. In this d...
Guest over 1 year ago in Accounts / Practice Management / Tax 1 In Discovery