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Practice Management

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When looking at Jobs it would be great to have a print function.

This would be easier to keep control for those who travel or like working with paper rather screens
Tony Orphanou 2 days ago in Practice Management 1 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

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

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

Resend Activation Email

Since we adopted the practice manager, our practice has faced challenges. We activated accounts for several clients. They called us to say they did not receive the activation email or, by mistake, deleted it. The client cannot log into the portal ...
Aziz 2 months ago in Practice Management 0 In Discovery

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 12 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 2 months ago in Practice Management 0 In Discovery

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 3 months ago in Accounts / Practice Management / Tax 1 In Discovery

Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall over 1 year ago in Practice Management 5 In Discovery

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover about 1 year ago in Practice Management 3 In Discovery