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Make practice management and tax accounts mobile friendly

I cannot access anything on iris elements on a mobile, it is unsuable for viewing or editing anything. If this was possible I could check and action important tasks on the go or out of office hours where I don't have access to my laptop. In this d...
Guest over 1 year ago in Accounts / Practice Management / Tax 1 In Discovery

Closing Trial Balance Export as PDF

The ability to export closing trial balance as a pdf with full company details, year end, etc. This is already available as a csv and excel. However a pdf is equally important.
Amit Doshi 3 months ago in Accounts 0 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

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 2 months 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

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 about 1 year ago in Accounts Production Essentials 0 Planned

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 7 months ago in Company Secretarial 0 Awaiting Prioritization

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 3 months ago in Company Formations 0 Awaiting Prioritization

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest 3 months ago in Client Management / Tax 0

Elements

You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...
Guest about 2 months ago in Accounts 0 Awaiting Prioritization