Email Accounts & Tax Returns (Sa100/CT600) for approval
Users have to download accounts and tax returns to their computer to be then able to send for approval to a client. An email feature should be available to easily send accounts and tax returns to clients with a pre-written email. Users can amend t...
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
about 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.
Xero sales ledger does not sync with client list in elements
When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements. You should be able to 'match' the client in xero with the one in elements. see how other p...
Louis Evangelou
7 months ago
in Practice Management
1
Awaiting Prioritization
Access to jobs from the work tab when in a client.
To pull up jobs outstanding I use the 'work' tab along the top and then click 'all jobs;. This is only available if I am not in a client. If I am in a client and click 'work' then all it shows me is 'your tasks'. 99% of the time I am using element...
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...
Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
1
Planned
1
Awaiting Prioritization
1
Awaiting Prioritization
