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.
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...
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
about 2 years ago
in Practice Management
1
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
about 2 years ago
in Client Management
2
Awaiting Prioritization
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...
As you can't amend the account headings of the accounts, it would be useful to be able to export to word so that such amendments can be made before sending to clients.
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
over 1 year ago
in AML
3
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
almost 2 years ago
in Client Management
6
Awaiting Prioritization
0
Awaiting Prioritization
2
Awaiting Prioritization
0
Awaiting Prioritization
