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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

Zapier integration

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

Email signature personalisation

It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
Kelly Scutt about 1 year ago in Practice Management 0 In Discovery

Status of tax return on client list

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.
Geraldine Helen Millward about 1 year ago in Client Management / Tax 1 Already exists

Create proposals from a mobile device

I would like to create proposals from a mobile device (phone or tablet).
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.
james cannaford almost 2 years ago in Practice Management 1 Awaiting Prioritization

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...
FARUK KALAYCILAR over 1 year ago in  1 Planned

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood over 1 year ago in Creating Clients 1 In Discovery