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SUBMIT IDEA

Elements Ideas

Showing 258 of 258

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 almost 2 years ago in Accounts / Practice Management / Tax 1 In Discovery

Archive, Delete and Restore clients in Iris Elements

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.
Guest over 1 year ago in Client Management 4 In Discovery

Appearance of names of directors

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
Stephen Stone 3 months ago in Accounts Production Enterprise / Accounts Production Professional 1 Awaiting Prioritization

Include client name and type of accounts in file name when downloading accounts

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.
Rachel Leckey 2 months ago in Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Draft Watermark on IRIS Elements version

Allow the option to add a draft watermark in the IRIS Elements version so when sending to clients is obvious.
Becca Dodd about 2 months ago in Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional 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 almost 2 years ago in Accounts 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 over 1 year ago in Accounts Production Essentials 0 Planned

Clients accounts due alert

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.
sarah hadley over 2 years ago in Accounts Production Essentials 7 In Discovery

Company Share Register

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.
Nick Lloyd 7 months ago in Company Secretarial 0 Planned

Accounts fonts

Include a facility to change /capitalise the fonts in the final accounts
Stephen Stone 3 months ago in Accounts 0 Awaiting Prioritization