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Elements Ideas

Showing 254 of 254

Customise client 'Information' screen

It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
Danny McGrath about 2 years ago in Client Management 0

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 6 months ago in Other 0 In Discovery

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 9 months ago in Client Management 1 Planned

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob over 1 year ago in Tax 0 In Discovery

Increase functionality of Company Secretarial

Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
Ryan Munt over 1 year ago in Company Secretarial 3 Planned

AML reminders (Engagement letter reminder)

Set date reminder on Elements AML when letters of engagement need to resent/renewed to client
Guest 6 months ago in AML 5 In Discovery

Foreign currency presentation

We are trying to prepare an accounts which is in Euro. Elements currently does not allow to use any other currency apart from £. It would be good if we can change the presentation currency in the face of the accounts.
Guest over 1 year ago in Accounts 3 Awaiting Prioritization

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath about 2 years ago in Practice Management 0 Awaiting Prioritization

Option to delete clients in Elements

No description provided
Guest 4 months ago in  1 Already exists

Ability to merge duplicated clients

Having recently migrated from Tax Filer to IRIS Elements, we've identified some clients who are duplicated on IRIS, ie. the same individual (not a sole trader) where past personal tax returns are on both client records. We'd like the ability to me...
Guest over 1 year ago in Client Management 2