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Diary

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

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

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

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

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

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

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

Lead Schedules

It would be helpful to be able to export/print lead schedules i.e. debtors, creditors, bank, fixed assets etc
Vicki SILVERA about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

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 11 months ago in Accounts Production Professional 1 In Discovery

Auto update accounts with corp tax charge

Sync tax charge calculated by tax comp into accounts production to save posting journal followed by additional journals if figures change
James Read 10 months ago in Tax 0 Awaiting Prioritization