Ability to migrate clients from one Elements account to another
For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
When setting up a new tax client give the options of inserting more than one nationality for dual nationals. Also be able to insert "not known" or leave blank if this information is currently unavailable. And to have the ability to edit this secti...
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...
To pull down Directors details after creating a Limited Company
Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Add notes fields/tab/widget within the prospect screens
There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc
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