Submit Idea
SUBMIT IDEA

All ideas

Showing 189 of 189

Ability to prepare audited accounts

Please make this available ASAP.
Guest over 1 year ago in Accounts Production Essentials 0 Awaiting Prioritization

Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson 5 months ago in Accounts Production Essentials / Accounts Production Professional / Other 0 Awaiting Prioritization

Upload PDFs for Policies

Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley 10 months ago in AML 1 Awaiting Prioritization

Download policy

when authorities such as HMRC or AAT want to see your policies - I can not send them as currently not an Option to download.
Guest 5 months ago in AML 1 Planned

Dark Theme

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

Electronic checks

When the button for electronic check is pressed - system to ask if sure - so that not done by accident.
Guest 5 months ago in AML 1 Awaiting Prioritization

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover 11 months ago in Other 3 Awaiting Prioritization

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.
james cannaford over 1 year ago in Practice Management 1 Awaiting Prioritization

Risk Profile

Instead of manually updating the risk profile, can this get automatically updated whenever a risk assessment is done? For example if in 2021 the risk assessment came back as low then the risk profile would show as low, when the assessment is done ...
Guest almost 2 years ago in AML 1 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 almost 2 years ago in Accounts 0 Planned