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Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton over 1 year ago in Practice Management 5 Planned

Add practices logo to accounts

Ability to add accounting firms logo to the front page of the accounts and/or accountants report.
Alex John over 2 years ago in Accounts Production Professional 2 Awaiting Prioritization

Audit report

Preparation of audited accounts should be included in the Iris Element.
Guest 10 months ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

Enable more editing for Sole trader & partnership accounts

Iris Elements Accounts Production: To be able to have the left hand navigation panel once the accounts have been generated for sole trader and partnership accounts so that accounting policies can be added to and edited. Otherwise key information i...
Lorna Cooke 2 months ago in Accounts Production Professional 0 Planned

Lead Schedules

It would be helpful to be able to export/print lead schedules i.e. debtors, creditors, bank, fixed assets etc
Vicki SILVERA 9 months ago in Accounts Production Professional 0 Awaiting Prioritization

Shink fonts, remove chunky buttons, remove banners with large areas of empty space

Shink fonts, remove chunky buttons, remove banners with large areas of empty space. It is all too hard to digest at the moment. TaxFiler had perfected it.
Chris Burgess 8 months ago in Other 1 In Discovery

Appointment or resignation date on company information page

It would be good to have an option to have a date next to the directors name on appointment or resignation. Eg. Mr M Smith (appointed 01/01/2023).
Charlotte Ing over 1 year ago in Accounts Production Essentials 1 Awaiting Prioritization

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA about 1 year ago in Practice Management 4 In Discovery

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter 12 months ago in Practice Management 1 Planned

Ability to include additional accounting policies

The current system does not allow for other accounting policies to be added under FRS 102 s1A such as Impairment, Provisions etc. Several blank areas should be included so we can add accounting policies as required. It would also be useful to have...
Vicki SILVERA 8 months ago in Accounts Production Professional 0 Awaiting Prioritization