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Import the narrative from the CSV import of TB

When you create a CSV import, one of the most important aspects is to put in the description / narrative the details of the source data, e.g. XERO TB - 200 - Sales so that you have a full audit trail between the source record and the accounts outp...
Guest 12 months ago in Accounts 0 Planned

Increase functionality of Company Secretarial

Company Secretarial function is very basic. The ability to maintain company details including share registers would be very helpful. A like for like comparison with IRIS Accountancy Suite (Desktop version)
Ryan Munt 8 months ago in Company Secretarial 3 Planned

AML Document Expiration Notification

When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
Jade Wenden about 1 year ago in AML 0 Planned

One click ability to email every client avoiding duplications due to multiple entities

Example - mailshot to all clients for newsletter without emailing all directors of the company and annoying them. Use this at the same time as other filters.
Guest over 1 year ago in Practice Management 1 Planned

Column to show risk assessment

When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed? Thanks
Guest about 1 year ago in AML 2 Planned

Let me file CS01s with Companies House on a PAYG basis

I'd like to be able to file CS01s without having to commit to a full Company Secretarial licence.
Alison Ford over 1 year ago in Company Secretarial 0 Planned

Ability to export Trial balance in Accounts production professional

It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.
Grant Middleton over 1 year ago in Accounts Production Essentials 2 Planned

Enable privacy groups for certain clients and users

We have certain clients whose information is private and should not be seen by all users within our firm.
Guest about 1 year ago in Other 1 Planned

Download policy

when authorities such as HMRC or AAT want to see your policies - I can not send them as currently not an Option to download.
Guest 5 months ago in AML 1 Planned

Retained Earning for Future Periods (where comparative period is already on Iris) to Automatically Update

The trrial balance for brought forward periods does not autotmatically pick up on historic assets, retained earnings, shares issued as brought forward figures.
Guest over 1 year ago in Accounts 0 Planned