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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

Expanded Notes to the Accounts

I need to be able to add other notes sections like directors remuneration and so forth. These should either be free text or allow current and comparative year values with users choice of row count.
Web Solutions over 1 year ago in Accounts Production Essentials 6 Awaiting Prioritization

Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest 11 months ago in Accounts 0 Awaiting Prioritization

Client dashboard needs to be edited in same way home screen can so you can see what you feel is important

I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston almost 2 years ago in Client Management 2 Awaiting Prioritization

KYC - Editable

It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.
Jane Rigley about 1 year ago in AML 3 Awaiting Prioritization

Ability to have more than 10 lines on a journal

Some clients have large journals required, such as inclusion of opening balance sheet (which IRIS Elements currently does not facilitate rolling forward). This has to be journaled in and because there is a maximum of 10 lines, I am having to split...
Vicki SILVERA about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Easy to get to a different client from another client

Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson over 1 year ago in Client Management 6 Awaiting Prioritization

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton about 2 years ago in Other 4 Awaiting Prioritization

Foreign currency presentation

We are trying to prepare an accounts which is in Euro. Elements currently does not allow to use any other currency apart from £. It would be good if we can change the presentation currency in the face of the accounts.
Guest 10 months ago in Accounts 2 Awaiting Prioritization

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath over 1 year ago in Practice Management 0 Awaiting Prioritization