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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 about 2 years ago in Accounts Production Essentials 7 In Discovery

Show Directors Report in FRS105 Micro Account

It is available in most good accountancy software
Guest about 1 year ago in Accounts Production Professional 1 Awaiting Prioritization

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest 3 months ago in Client Management / Tax 0

Produce Journal Reports

From Accounts Production, I would like to be able to export a set of journals in a dedicated report
Nick Lloyd 5 months ago in Accounts Production Enterprise / Accounts Production Professional 0 In Discovery

Add practices logo to accounts

Ability to add accounting firms logo to the front page of the accounts and/or accountants report.
Alex John about 3 years ago in Accounts Production Professional 2 Awaiting Prioritization

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA almost 2 years ago in Tax 5 In Discovery

Elements

You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...
Guest 2 months ago in Accounts 0 Awaiting Prioritization

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed 11 months ago in Accounts Production Essentials 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 11 months ago in Client Management / Tax 0 Awaiting Prioritization

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.