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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 12 months ago in Accounts / Client Management 0

1 VOTE

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 12 months ago in Proposal Manager 1 Planned

1 VOTE

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 12 months ago in Accounts 0 Awaiting Prioritization

1 VOTE

Social Media AML Checks

Addition of social media checks for AML searches.

Nicholas Prior 12 months ago in AML 1 In Discovery

1 VOTE

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 12 months ago in Practice Management 1 Awaiting Prioritization

1 VOTE

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

2 VOTE

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

2 VOTE

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

1 VOTE

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

3 VOTE

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

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