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
7 months ago
in Proposal Manager
0
Awaiting Prioritization
Sending Tax return & Account to client portal for signature
It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
I want to show the long term debtor separately on the face of the balance sheet. I have entered the figure correctly in the TB section, but it is being pulled through and grouped within net current assets.
Nick Lloyd
almost 2 years ago
in Accounts
0
Awaiting Prioritization
You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...
Guest
4 months ago
in Accounts
0
Awaiting Prioritization
should be able to include SOCIE for essentials package
Although not a mandatory requirement, it is best practice for FRS102 1A compliance that companies show statement of changes in equity. It should be an option on the essentials package as although a company may be starting small, following best pra...
Rather than exporting and adding info in 3rd party pdf editor, if amended accounts could automatically contain the appropriate items to show companies house these are amended accounts.
Guest
over 1 year ago
in Accounts
0
Awaiting Prioritization
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.
Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove
6 months ago
in Practice Management
0
Awaiting Prioritization
Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
0
Awaiting Prioritization
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Awaiting Prioritization
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Awaiting Prioritization
