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Clients accounts due alert

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.
sarah hadley over 1 year ago in Accounts Production Essentials 6 In Discovery

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 9 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Assign Clients to users

In Taxfiler we were able to hide clients from users, this feature has been removed for some reason and I would apprecitate this being brought back as not all collegues should be able to see all clients.
michelle mckinnon 3 months ago in Client Management 1 In Discovery

Insert row in TB input

Inserting row in the tb to ensure P&L items are at the top and balance sheet at the bottom
Guest 8 months ago in Accounts Production Professional 1 In Discovery

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee 10 months ago in Relationships 0 In Discovery

Shink fonts, remove chunky buttons, remove banners with large areas of empty space

Shink fonts, remove chunky buttons, remove banners with large areas of empty space. It is all too hard to digest at the moment. TaxFiler had perfected it.
Chris Burgess 10 months ago in Other 1 In Discovery

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 4 months ago in Other 0 In Discovery

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA over 1 year ago in Tax 5 In Discovery

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt 11 months ago in Editing Clients 2 In Discovery

Future services to be listed or a price list

I have clients that are start ups, so may only need certain services in the early days. It would be helpful to be able to list other services and their costs so that clients know in advance what fees are. You could have a commited fees section and...
Guest about 2 months ago in Proposal Manager 1 In Discovery