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Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa

As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
Guest 10 months ago in Accounts / Practice Management / Tax 0 In Discovery

Ability to run DRAFT accounts

For sending draft accounts to clients for review prior to being finalised in accounts production in Elements.
Graeme Tough about 1 year ago in Accounts Production Essentials / Accounts Production Professional 1 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 5 months ago in Accounts 0 Awaiting Prioritization

Closing Trial Balance Export as PDF

The ability to export closing trial balance as a pdf with full company details, year end, etc. This is already available as a csv and excel. However a pdf is equally important.
Amit Doshi about 2 months ago in Accounts 0 Awaiting Prioritization

To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)

Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
Guest about 2 years ago in Accounts / Client Management / Tax 11 In Discovery

When looking at Jobs it would be great to have a print function.

This would be easier to keep control for those who travel or like working with paper rather screens
Tony Orphanou about 1 month ago in Practice Management 1 In Discovery

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 8 months ago in Client Management / Practice Management / Tax 2 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

Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.

No description provided
Guest about 1 month ago in Client Management / Tax 0

LTD COMPANY AS SHAREHOLDER IN COMPANY FORMATION

At the moment, if we want to add a LTD COMPANY as shareholder in company formation, the system does not allow it. It is not good if we want to create a company which will be a subsidiary of another company. Can you urgently look into this? Thanks.
Guest about 2 months ago in Company Formations 0 Awaiting Prioritization