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Flysheet on Income and Expenditure Account

When producing the final Income and Expenditure Accounts for Sole Traders add a flysheet to the first page to add a more professional output.
Chris Todd about 1 year ago in Accounts 0 Awaiting Prioritization

Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior about 1 year ago in AML 1 In Discovery

Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein about 1 year ago in Practice Management 1 Awaiting Prioritization

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen over 3 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Accounts and iXBRL for non-UK companies

CREATING NON-UK COMPANY ACCOUNTS is it possible to create non-UK companies when creating a business client in Iris Elements Tax and accounting? See attached screenshot. With regards to IXBRL of the non-UK companies, the situation is a below, it wi...
Best Tax services Ltd about 1 year ago in Accounts Production Professional 1 Awaiting Prioritization

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
Aziz about 1 year ago in Practice Management 5 Already exists

Be able to select a date range for the Activity tab analysis

When discussing accounts with clients it is useful to have this information for the accounts year.
Grant Middleton over 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest over 2 years ago in Practice Management 0 Awaiting Prioritization

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz over 2 years ago in Practice Management 1 Awaiting Prioritization