Elements Ideas

Be handy to be able to customise jobs specifically for specific clients.

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.

The default display view for clients is 15. Can the Default be editable and set by by the user please.

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...

Allow settings to be changed to dark theme.

Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...

I'd like to be able to file CS01s without having to commit to a full Company Secretarial licence.

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...

When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed? Thanks