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Report - list of clients with a specific year end

On Taxfiler it was possible to run a report with a list of clients then filter the list so it only included Ltd company clients with a year end of say March
Lee Taylor 7 months ago in Client Management 0 Planned

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt 8 months ago in Editing Clients 2 In Discovery

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest about 1 month ago in Accounts Production Essentials 1 Planned

Ability to have more than 10 lines on a journal

Some clients have large journals required, such as inclusion of opening balance sheet (which IRIS Elements currently does not facilitate rolling forward). This has to be journaled in and because there is a maximum of 10 lines, I am having to split...
Vicki SILVERA 8 months ago in Accounts Production Professional 0 Awaiting Prioritization

Debtors above 1 year

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 about 1 year ago in Accounts 0 Awaiting Prioritization

URL link for client visible in client list

Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
Guest 3 months ago in Client Management 0 In Discovery

Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest 6 months ago in Accounts 0 Awaiting Prioritization

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest about 2 months ago in Other 0 In Discovery

Delete Proposals generated in error

No description provided
Guest over 1 year ago in Proposal Manager 3 Awaiting Prioritization

Customise client 'Information' screen

It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
Danny McGrath over 1 year ago in Other 0