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Elements Ideas

Showing 285 of 285

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

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

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

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

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