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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

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

Company Share Register

It would be useful to have a share register, that allows us to complete accurate record keeping in real time for a variety of share transactions.
Nick Lloyd 5 months ago in Company Secretarial 0 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 over 1 year ago in Accounts Production Essentials 0 Planned

Filter clientlist by risk level

I can see the idea to add filters to the client list for the risk type, missing risk assessments, etc has been put on nearly 2 years ago and is still only marked as "planned". This is an important option for if a regulatory body would like to revi...
Guest 2 months ago in AML 1 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 over 1 year ago in Practice Management 5 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

Group accounts / consolidation and audit

No description provided
Guest about 2 months ago in Accounts Production Professional 1 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 12 months ago in Accounts Production Professional 0 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 8 months ago in Proposal Manager 2 Planned