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I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes almost 2 years ago in Proposal Manager 1 Awaiting Prioritization

Firmwide risk assessments

It would be useful is we could automate the numbers in the firmwide risk assessment, so it populates the number of clients, from the client list.
Guest about 1 year ago in  0 Awaiting Prioritization

Ability to migrate clients from one Elements account to another

For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Katherine Dickens about 1 year ago in Client Management 0 In Discovery

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest about 1 year ago in Practice Management 3 In Discovery

Xero sales ledger does not sync with client list in elements

When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements. You should be able to 'match' the client in xero with the one in elements. see how other p...
Louis Evangelou about 1 year ago in Practice Management 1 Awaiting Prioritization

Nationality section

When setting up a new tax client give the options of inserting more than one nationality for dual nationals. Also be able to insert "not known" or leave blank if this information is currently unavailable. And to have the ability to edit this secti...
Andrew Baker about 1 year ago in Client Management 0

Accounts Report for Ltd Cos needs Column for Cos House filing response

For Ltd companines, the accounts report should have a column showing the companies house filing response (ie either Accepted or Rejected or blank for those not yet filied) This feature was available in Taxfiler - see attached screenshot - column o...
James Bassan about 1 year ago in Accounts / Client Management 0

When proposals approved by client message needs to be sent to accountant

When a proposal is approved by the client, the client gets an email telling them their proposal is live but the accountant doesnt even know they have approved. Accountant needs an email too.
David Brown about 1 year ago in Proposal Manager 2 Planned

Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz about 2 years ago in Practice Management 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali about 2 years ago in Practice Management 0 Awaiting Prioritization