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Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall over 1 year ago in Practice Management 5 In Discovery

Clearance Letters

Be able to send clearance letters and select different services to be included.
Lucy Clover about 1 year ago in Practice Management 3 In Discovery

Client take on data entered gets copied to Information tab

When 'filling in a form' for VAT, PAYE, etc this data should be added to the clients Information tab.
Guest over 1 year ago in Practice Management 0 In Discovery

Ability to print Firmwide Risk Assessment

I have a Practice Assurance review and they want me to send them a copy of my Firmwide Risk Assessment and I can not see a way of printing it or downloading it... not something that would be needed very often but difficult for a work around when y...
Andrena Miles 5 months ago in Practice Management 1 In Discovery

Control over client activation email

Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Guest over 1 year ago in Practice Management 0 In Discovery

Ability to tick and mark multiple jobs as complete from the job/tasks page.

Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
Parkers Accountancy 11 months ago in Practice Management 0 In Discovery

NiNo's & UTRs should be on the first page when adding a new client

NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy 11 months ago in Creating Clients 0 In Discovery

Ability to migrate clients from one Elements account to another

For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Katherine Dickens 5 months ago in Client Management 0 In Discovery

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey almost 2 years ago in Client Management 1 In Discovery

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest 6 months ago in Practice Management 2 In Discovery