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Accounts

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Accounts Dashboard Status

For both Tax Returns and Corporation Tax Returns it has the useful feature in a pie chart format, this shows open, draft and submitted returns. This would be an incredibly useful feature to have for Accounts to see in the same format, Draft, Final...
Christina Gouveia 8 months ago in Accounts 0 Awaiting Prioritization

CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest almost 2 years ago in Accounts 3 Planned

Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest almost 2 years ago in Accounts 0 Planned

Option to not show proprietor address on accounts

My client base is mostly micro businesses and their business address is their home address. For presentation purposes, the business information page on the accounts therefore looks a bit silly as I am showing the same address twice. An option to n...
Craig Thornton almost 2 years ago in Accounts 2 Awaiting Prioritization

Download Accounts reports in CSV format and/or have an analysis report

It would be useful if the detailed profit and loss and balance sheet (the "working papers" report in micro accounts) could be downloaded in csv format (or other spreadsheet format). This would facilitate further interrogation and presentation of t...
Timothy Burton 6 months ago in Accounts 0 Awaiting Prioritization

Retained Earning for Future Periods (where comparative period is already on Iris) to Automatically Update

The trrial balance for brought forward periods does not autotmatically pick up on historic assets, retained earnings, shares issued as brought forward figures.
Guest over 2 years ago in Accounts 0 Planned

Confirm if company is active

In past some companies remain dormant and therefore end up submitting dormant accounts which is correct. When circumstances change and these companies become active there is no reminder to remove the dormant accounts status. This would be helpful ...
abbas gulamali 10 months ago in Accounts 0 Awaiting Prioritization

Accounts Report for Ltd Cos needs Column for Cos House filing response

For Ltd companines, the accounts report should have a column showing the companies house filing response (ie either Accepted or Rejected or blank for those not yet filied) This feature was available in Taxfiler - see attached screenshot - column o...
James Bassan 12 months ago in Accounts / Client Management 0

Flysheet on Income and Expenditure Account

When producing the final Income and Expenditure Accounts for Sole Traders add a flysheet to the first page to add a more professional output.
Chris Todd 12 months ago in Accounts 0 Awaiting Prioritization