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Clicking each issue log in accounts production should take you to the section you need to adjust

When a set of accounts are run in accounts production and there are issues (such as average employees aren't completed or advances/credits to directors note) it would be useful if you could click on the issue and it would direct you to the section...
Ryan Munt over 1 year ago in Accounts Production Essentials 0 Planned

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 23 days ago in Practice Management 0 In Discovery

Include/edit disclosures in accounts

Being able to create new/edit disclosures in the accounts. For example, being able to have detailed debtors and creditors note. Share capital note. Off-balance sheet events note etc. The current disclosure options don't allow for this.
Chris Morris over 1 year ago in Accounts Production Professional 2 Awaiting Prioritization

Trial Balance coloured rows will be helpful

Taxfiler trial balance has different coloured rows to guide manual entry of values to the trial balance. Please reinstate.
Alhassan Bangura over 1 year ago in Accounts 2 Awaiting Prioritization

Filter clientlist by risk level

I can see the idea to add filters to the client list for the risk type, missing risk assessments, etc has been put on nearly 2 years ago and is still only marked as "planned". This is an important option for if a regulatory body would like to revi...
Guest 26 days ago in AML 1 Planned

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 8 months ago in Company Secretarial 0 Awaiting Prioritization

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 3 months ago in Practice Management 0 In Discovery

LTD COMPANY AS SHAREHOLDER IN COMPANY FORMATION

At the moment, if we want to add a LTD COMPANY as shareholder in company formation, the system does not allow it. It is not good if we want to create a company which will be a subsidiary of another company. Can you urgently look into this? Thanks.
Guest 4 months ago in Company Formations 0 Awaiting Prioritization

Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover over 1 year ago in Practice Management 5 Planned

Elements AML - review of KYC and risk assessments

A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones 9 months ago in AML 3 Awaiting Prioritization