Elements Ideas

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...

We were able to Archive, Delete and Restore clients in taxfiler. I tried deleting the client in Iris Elements but there appears to be no option to save the client file before deleting or restoring afterwards.

Directors names default to the full name and title. PTP accounts production gave options of how the names should appear, .e.g. with or without tile/full names or initials

At the moment, when accounts are downloaded, they just appear as FRS105 or FRS102. Include client name and full or filleted in file name for easier document management when finalising multiple accounts in one go.

Taxfiler trial balance has different coloured rows to guide manual entry of values to the trial balance. Please reinstate.

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...

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.

It would be useful to have a share register, that allows us to complete accurate record keeping in real time for a variety of share transactions.

Include a facility to change /capitalise the fonts in the final accounts

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.