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Showing 248 of 248

Filter clientlist by risk level

I can see the idea to add filters to the client list for the risk type, missing risk assessments, etc has been put on nearly 2 years ago and is still only marked as "planned". This is an important option for if a regulatory body would like to revi...
Guest 14 days ago in AML 1 Planned

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 7 months ago in Accounts 0 Awaiting Prioritization

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

Ability to delete journal adjustments & custom narratives within each line of a journal rather than a single narative description in Accounts Production

Would be useful to be able to delete a journal, prehaps use a red cross or bin icon to click and delete. Would be useful to not have the main adjustment description with the ability to manually enter different descriptions within the same journal.
Sam Leatherland 15 days ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Company Share Register

It would be useful to have a share register, that allows us to complete accurate record keeping in real time for a variety of share transactions.
Nick Lloyd 3 months ago in Company Secretarial 0 Planned

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 10 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 over 1 year ago in Accounts / Other / Tax 15 Awaiting Prioritization

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 3 months ago in Practice Management 1 In Discovery

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

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 over 1 year ago in Accounts 6 Planned