I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
Ability to export Trial balance in Accounts production professional
It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.
One click ability to email every client avoiding duplications due to multiple entities
When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed? Thanks
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...
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.
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