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Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 12 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Elements AML - review of KYC and risk assessments

A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones 6 months ago in AML 3 Awaiting Prioritization

Ability to export accounts to word

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.
Bobby Millard 2 months ago in Accounts Production Enterprise / Accounts Production Professional 3 Awaiting Prioritization

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 over 1 year ago in Creating Clients 3 Planned

Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 3 months ago in Proposal Manager 2 Planned

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee about 1 year ago in Relationships 0 In Discovery

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 about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

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 almost 2 years ago in Accounts Production Essentials 1 Awaiting Prioritization

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA over 1 year ago in Tax 5 In Discovery

Audit report

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