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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

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

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

Zapier integration

Zapier integration would help massively, particularly as we use different apps for different business purposes.
Adam Owens almost 2 years ago in Practice Management 1 Awaiting Prioritization

Electronic checks

When the button for electronic check is pressed - system to ask if sure - so that not done by accident.
Guest 6 months ago in AML 1 Awaiting Prioritization

Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton over 1 year ago in Practice Management 0 Awaiting Prioritization

Notify of Expiry ID Data

To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Caroline Gudgeon over 1 year ago in AML 4 Planned

Pie chart of accounts jobs

It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
Paul Whitehill over 1 year ago in Accounts Production Essentials 1 Planned