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Adding Shareholder as a Relationship Type

When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
Guest about 1 year ago in Relationships 0

Ability to prepare audited accounts

Please make this available ASAP.
Guest about 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Proposal Manager - allow proposals to be edited at different stages of the process

I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Reminders for signatures on Document portal

Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston over 1 year ago in Practice Management 0 Awaiting Prioritization

Populate the narrative field when importing a TB

We go through the trouble of entering this data on the import file (column B) and this should be brought in to the narrative part of the source data.
Wayne Glenton over 1 year ago in Accounts Production Professional 0 Planned

Ability to redact pages

I have a small sole trade that has no balance sheet but I cannot simply remove that page, we need the ability to untick pages.
Wayne Glenton over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Add P11d as a service

Need to have P11d as a service so this will create a job with deadlines etc.
Chloe Burkin 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 over 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 over 2 years ago in Accounts 0 Planned

Confirm if company is active

In past some companies remain dormant and therefore end up submitting dormant accounts which is correct. When circumstances change and these companies become active there is no reminder to remove the dormant accounts status. This would be helpful ...
abbas gulamali 7 months ago in Accounts 0 Awaiting Prioritization