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SUBMIT IDEA

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Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove about 1 month ago in Practice Management 3 Awaiting Prioritization

Ability to amend notes on face of accounts

Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
Bobby Millard about 1 month ago in Accounts Production Professional 0 Awaiting Prioritization

Submit "Ask a Client to Authorise you" Through the each client

Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the clien...
Owen Sheehan 8 months ago in Client Management / Tax 0 Awaiting Prioritization

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 4 months ago in Company Secretarial 0 Awaiting Prioritization

Auto update accounts with corp tax charge

Sync tax charge calculated by tax comp into accounts production to save posting journal followed by additional journals if figures change
James Read 9 months ago in Tax 0 Awaiting Prioritization

Debtors above 1 year

I want to show the long term debtor separately on the face of the balance sheet. I have entered the figure correctly in the TB section, but it is being pulled through and grouped within net current assets.
Nick Lloyd over 1 year ago in Accounts 0 Awaiting Prioritization

One click format for refiling accounts

Rather than exporting and adding info in 3rd party pdf editor, if amended accounts could automatically contain the appropriate items to show companies house these are amended accounts.
Guest over 1 year ago in Accounts 0 Awaiting Prioritization

Show accountant name and address on company details in accounts.

Company details should be showing company name (it's appearing in current version), Directors name ( It's appearing in current version) registered address (it's appearing in current version) and accountant's name & address ( it's not appearin...
Guest over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Delete Proposals generated in error

No description provided
Guest almost 2 years ago in Proposal Manager 4 Awaiting Prioritization

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston almost 2 years ago in Practice Management 1 Awaiting Prioritization