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Produce Journal Reports

From Accounts Production, I would like to be able to export a set of journals in a dedicated report
Nick Lloyd 4 months ago in Accounts Production Enterprise / Accounts Production Professional 0 In Discovery

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

Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover over 1 year ago in Practice Management 5 Planned

Accepted the proposal and or the engagement letter

We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...
Guest about 2 months ago in Proposal Manager 0

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

Add practices logo to accounts

Ability to add accounting firms logo to the front page of the accounts and/or accountants report.
Alex John almost 3 years ago in Accounts Production Professional 2 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.
Nick Lloyd about 1 year ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Diary

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