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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 over 2 years ago in Accounts Production Essentials 1 Awaiting Prioritization

Mapping report download

The ability to download a report outlining how nominal accounts have been mapped in elements. Clients often make up their own nominal accounts in their bookkeeping software. It would be helpful to be able to download the mapping information to sen...
Guest 3 months ago in Accounts 0 Awaiting Prioritization

Renaming of accounts PDF documents

When we download Full or Filleted accounts they are both named Accounts. Can this be changed so that they named Full and Filleted accounts. It means I don't need to do it before sending it to clients
Andreas C about 2 months ago in Accounts 0 Awaiting Prioritization

Lead Schedules

It would be helpful to be able to export/print lead schedules i.e. debtors, creditors, bank, fixed assets etc
Vicki SILVERA over 1 year ago in Accounts Production Professional 0 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 almost 2 years ago in Creating Clients 3 Planned

Insert row in TB input

Inserting row in the tb to ensure P&L items are at the top and balance sheet at the bottom
Guest over 1 year ago in Accounts Production Professional 1 In Discovery

LTD COMPANY AS SHAREHOLDER IN COMPANY FORMATION

At the moment, if we want to add a LTD COMPANY as shareholder in company formation, the system does not allow it. It is not good if we want to create a company which will be a subsidiary of another company. Can you urgently look into this? Thanks.
Guest 7 months ago in Company Formations 0 Awaiting Prioritization

Include client name and type of accounts in file name when downloading accounts

At the moment, when accounts are downloaded, they just appear as FRS105 or FRS102. Include client name and full or filleted in file name for easier document management when finalising multiple accounts in one go.
Rachel Leckey about 2 months ago in Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Audit report

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

Resend Activation Email

Since we adopted the practice manager, our practice has faced challenges. We activated accounts for several clients. They called us to say they did not receive the activation email or, by mistake, deleted it. The client cannot log into the portal ...
Aziz 9 months ago in Practice Management 1 In Discovery