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Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior 7 months ago in AML 1 In Discovery

Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein 7 months ago in Practice Management 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 1 Awaiting Prioritization

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen almost 3 years ago in Proposal Manager 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 about 1 year ago in AML 1 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 almost 2 years 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 almost 2 years ago in Accounts Production Essentials 1 Planned

Accounts and iXBRL for non-UK companies

CREATING NON-UK COMPANY ACCOUNTS is it possible to create non-UK companies when creating a business client in Iris Elements Tax and accounting? See attached screenshot. With regards to IXBRL of the non-UK companies, the situation is a below, it wi...
Best Tax services Ltd 7 months ago in Accounts Production Professional 0 Awaiting Prioritization

Institute of Accountants & Bookkeepers (IAB) Wording on the Accountants Report within Elements Accounts Production

Please could we include wording for IAB on acocuntants report.
Steve Murray about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Invoicing and revenue summary

You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith almost 2 years ago in Practice Management 1 Awaiting Prioritization