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Elements Ideas

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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 over 1 year ago in Accounts 6 Planned

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

Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover about 1 year ago in Practice Management 4 Planned

Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 3 months ago in Proposal Manager 2 Planned

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter over 1 year ago in Creating Clients 3 Planned

Enable more editing for Sole trader & partnership accounts

Iris Elements Accounts Production: To be able to have the left hand navigation panel once the accounts have been generated for sole trader and partnership accounts so that accounting policies can be added to and edited. Otherwise key information i...
Lorna Cooke 6 months ago in Accounts Production Professional 0 Planned

FRS102 Introduction

The software is currently limited to FRS102 1A. Could we have FRS102 added to the software to allow for bigger companies?
Liam James 9 months ago in Accounts Production Enterprise 0 Planned

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 3 months ago in Client Management 1 Planned

PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Guest over 1 year ago in Practice Management 1 Planned

Charity accounts

Ability to produce year end accounts for Charities.
Alex John over 2 years ago in Accounts Production Enterprise 2 Planned