Submit Idea
SUBMIT IDEA

All ideas

Showing 49

Enable more editing for Sole trader & partnership accounts

Iris Elements Accounts Production: To be able to have the left hand navigation panel once the accounts have been generated for sole trader and partnership accounts so that accounting policies can be added to and edited. Otherwise key information i...
Lorna Cooke 2 months ago in Accounts Production Professional 0 Planned

Accounting Year End Date on Client list

This would be useful to see all accounting dates in the client listing to track deadlines and prioritise work flow. Also reducing the risk of missing deadlines.
Leonie Laycock about 1 month ago in Client Management 1 Planned

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter 12 months ago in Practice Management 1 Planned

Report - list of clients with a specific year end

On Taxfiler it was possible to run a report with a list of clients then filter the list so it only included Ltd company clients with a year end of say March
Lee Taylor 7 months ago in Client Management 0 Planned

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston over 1 year ago in Practice Management 1 Planned

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest about 2 months ago in Accounts Production Essentials 1 Planned

PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Guest about 1 year ago in Practice Management 1 Planned

Import from Xero

Being able to have a direct link to the Xero, similar to what tax filer had.
Lucy Clover 11 months ago in Accounts Production Professional 10 Planned

AML risk assessments - can't approve in V2!

We have just moved to V2 of Elements AML - and staff are no longer able to approve client risk assessments (they could in V1). This is reserved only for MLROs. This doesn't work - as the staff are the ones carrying out the work - and the ones best...
Guest 2 months ago in AML 3 Planned

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other ANL reports/documents as PDFs. May need to extract copies for review or submission to regulators.

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other ANL reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards 12 months ago in AML 1 Planned