Submit Idea
SUBMIT IDEA

All ideas

Showing 62

IRIS Docs migration to Elements document management system

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements
Guest 2 days ago in Other 0 In Discovery

AML Policies & Procedures Print

There is currently no option to print out the Policies & Procedures created within IRIS Elements AML
Guest 5 days ago in AML 0 In Discovery

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas 9 days ago in Client Management / Tax 0 In Discovery

Search client by Submission Status

We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Owen Sheehan 7 months ago in Client Management / Tax 0 In Discovery

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 9 months 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 about 2 years ago in Accounts / Client Management / Tax 11 In Discovery

Produce Journal Reports

From Accounts Production, I would like to be able to export a set of journals in a dedicated report
Nick Lloyd about 1 month ago in Accounts Production Enterprise / Accounts Production Professional 0 In Discovery

Export clients to excel

To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
tom rogers 7 months ago in Client Management / Practice Management / Tax 2 In Discovery

Archive, Delete and Restore clients in Iris Elements

We were able to Archive, Delete and Restore clients in taxfiler. I tried deleting the client in Iris Elements but there appears to be no option to save the client file before deleting or restoring afterwards.
Guest about 1 year ago in Client Management 4 In Discovery

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