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
Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
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...
Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view
When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes
almost 2 years ago
in Practice Management
1
Awaiting Prioritization
In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
To pull down Directors details after creating a Limited Company
Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
1
Awaiting Prioritization
0
Awaiting Prioritization
1
Awaiting Prioritization
