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Current licence summary

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

option to view received emails from all clients by date range (e.g. last 2 weeks)

Currently, IRIS Elements Practice Management allows users to view sent and received emails only on an individual client basis under the client dashboard’s "Email" tab. While this is useful, it becomes time-consuming when managing multiple client q...
Binu Jacob 3 months ago in Practice Management 1 In Discovery

Produce Journal Reports

From Accounts Production, I would like to be able to export a set of journals in a dedicated report
Nick Lloyd 7 months ago in Accounts Production Enterprise / Accounts Production Professional 0 In Discovery

Last Accounts Made Up To On Companies house page

on the companies house tab there should be a last accounts made up to so you know what the last year filed was.
Parkers Accountancy 4 months ago in Practice Management 0 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 about 1 year ago in Accounts Production Professional 1 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 over 1 year ago in Other 1 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 7 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 7 months ago in Practice Management 0 In Discovery

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 8 months ago in Accounts / Practice Management / Tax 1 In Discovery

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML 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 AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards over 1 year ago in AML 5 In Discovery