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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 almost 2 years ago in Accounts Production Essentials 7 In Discovery

Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.

No description provided
Guest about 2 months ago in Client Management / Tax 0

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

Show Directors Report in FRS105 Micro Account

It is available in most good accountancy software
Guest 12 months ago in Accounts Production Professional 1 Awaiting Prioritization

Be able to download time stamped accepted proposal and engagement letter

For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest 4 months ago in Proposal Manager 0 Awaiting Prioritization

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed 10 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 10 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

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 8 months ago in AML 3 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