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Ability to run DRAFT accounts

For sending draft accounts to clients for review prior to being finalised in accounts production in Elements.
Graeme Tough over 1 year ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

SA100 - Notes in box 19 on TR7 - Update to display text including any line breaks s entered in data entry

When entering a note in the Additional Information section for box 19 on page TR7, user had multiple paragraphs separated by line breaks. However, on the pdf Tax Return this formatting is lost and the information appears as one long paragraph whic...
Toseeph Akhtar 4 months ago in Tax 0 Awaiting Prioritization

Accounts Submission Status

For the company tax returns, there is a column that indicates the status of submission to HMRC. Having the same for account submission to the company house would be helpful to show if the company house accepts the account.
Aziz 9 months ago in Accounts 0 Awaiting Prioritization

Export clients to excel

To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
tom rogers 12 months ago in Client Management / Practice Management / Tax 2 In Discovery

Add a setting to change time before being automatically logged out

The time before being logged out feels quite short as sometimes I'll be on a page and filling in lots of information and take a phone call or get side-tracked. When I come back to Elements and click save, I'm logged out and the data entered is los...
Matthew Ansermoz almost 2 years ago in Accounts / Other / Tax 15 Awaiting Prioritization

Mapping report download

The ability to download a report outlining how nominal accounts have been mapped in elements. Clients often make up their own nominal accounts in their bookkeeping software. It would be helpful to be able to download the mapping information to sen...
Guest about 1 month ago in Accounts 0 Awaiting Prioritization

Widen accounts mapping boxes

When reviewing imported trial balances the text boxes are too narrow so you can only see part of the mapping hierachy eg. P&L: Legal and prof. The choices under this hierachy cannot be seen so you need to take an extra step to confirm the mapp...
Rob Lyall almost 2 years ago in Accounts 6 Planned

Elements AML - review of KYC and risk assessments

A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones 11 months ago in AML 4 Awaiting Prioritization

Archive, Delete and Restore clients in Iris Elements

We were able to Archive, Delete and Restore clients in taxfiler. I tried deleting the client in Iris Elements but there appears to be no option to save the client file before deleting or restoring afterwards.
Guest over 1 year ago in Client Management 4 In Discovery

Make practice management and tax accounts mobile friendly

I cannot access anything on iris elements on a mobile, it is unsuable for viewing or editing anything. If this was possible I could check and action important tasks on the go or out of office hours where I don't have access to my laptop. In this d...
Guest over 1 year ago in Accounts / Practice Management / Tax 1 In Discovery