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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

Remove Inactive clients from Outstanding VAT Return List

Do not show inactive clients in list of outstanding or upcoming returns - Once they are inactive they should not appear on this list
Guest about 1 month ago in Practice Management 1 Awaiting Prioritization

Produce Journal Reports

From Accounts Production, I would like to be able to export a set of journals in a dedicated report
Nick Lloyd 7 months ago in Accounts Production Enterprise / Accounts Production Professional 0 In Discovery

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

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 6 months ago in Company Formations 0 Awaiting Prioritization

option to view received emails from all clients by date range (e.g. last 2 weeks)

Currently, IRIS Elements Practice Management allows users to view sent and received emails only on an individual client basis under the client dashboard’s "Email" tab. While this is useful, it becomes time-consuming when managing multiple client q...
Binu Jacob 3 months ago in Practice Management 1 In Discovery

Ability to change standard accounting policies and notes to the accounts

Standard accounting policies such as turnover and depreciation do not always apply and often contain information that is not relevant. it would be very helpful to be able to replace standard policies. This is a feature in PTP accounts production.
Stephen Stone about 2 months ago in Accounts Production Enterprise / 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 over 1 year ago in Accounts Production Professional 1 In Discovery

Ability to delete journal adjustments & custom narratives within each line of a journal rather than a single narative description in Accounts Production

Would be useful to be able to delete a journal, prehaps use a red cross or bin icon to click and delete. Would be useful to not have the main adjustment description with the ability to manually enter different descriptions within the same journal.
Sam Leatherland 3 months ago in Accounts Production Enterprise / 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