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IRIS Docs migration to Elements document management system

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements
Guest about 2 months ago in Other 0 In Discovery

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 almost 2 years ago in Accounts Production Essentials 7 In Discovery

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 4 months ago in Practice Management 0 In Discovery

Resend Activation Email

Since we adopted the practice manager, our practice has faced challenges. We activated accounts for several clients. They called us to say they did not receive the activation email or, by mistake, deleted it. The client cannot log into the portal ...
Aziz 4 months ago in Practice Management 0 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 about 1 year ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA over 1 year ago in Tax 5 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 11 months ago in Accounts Production Professional 1 In Discovery

AML Policies & Procedures Print

There is currently no option to print out the Policies & Procedures created within IRIS Elements AML
Guest about 2 months ago in AML 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 about 1 year ago in Other 1 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 about 1 year ago in Editing Clients 2 In Discovery