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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 about 1 year ago in Accounts Production Essentials 3 Already exists

Can we add a code to the COA please in AP

No description provided
Steve Murray over 1 year ago in Accounts Production Essentials 3 Already exists

Client-specific jobs

Be handy to be able to customise jobs specifically for specific clients.
Adam Owens almost 2 years ago in Practice Management 1 Already exists

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
Aziz 4 months ago in Practice Management 5 Already exists

Export Job List

Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
Ryan Munt 5 months ago in Practice Management 2 Already exists

Status of tax return on client list

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.
Geraldine Helen Millward 8 months ago in Client Management / Tax 1 Already exists

Automate your comms

Automate the sending of email/text messages.
Adam Owens almost 2 years ago in Practice Management 1 Already exists

Ability to add your own client risk assessment template

MLR specifiy that money laundering needs to have relevant risk assessments. This is not possible when i have to answer a lot of unrelevant questions for my clients.
Guest over 1 year ago in AML 0 Already exists

Bookkeeping Frequency

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Aziz over 1 year ago in Practice Management 1 Already exists

Notes and tasks

Ability to add notes and set tasks with due dates. Having the ability then to check your task list to see your work queue for that day as well as it being a prompt to nudge the client if we await documentation.
Renn Love 10 months ago in Practice Management 1 Already exists