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Lead Schedules

It would be helpful to be able to export/print lead schedules i.e. debtors, creditors, bank, fixed assets etc
Vicki SILVERA 9 months ago in Accounts Production Professional 0 Awaiting Prioritization

Shink fonts, remove chunky buttons, remove banners with large areas of empty space

Shink fonts, remove chunky buttons, remove banners with large areas of empty space. It is all too hard to digest at the moment. TaxFiler had perfected it.
Chris Burgess 8 months ago in Other 1 In Discovery

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

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA about 1 year ago in Tax 4 In Discovery

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 about 1 year ago in Practice Management 1 Planned

Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest 7 months ago in Accounts 0 Awaiting Prioritization

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 9 months ago in Accounts Production Professional 0 Awaiting Prioritization

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 9 months ago in Editing Clients 2 In Discovery

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

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 9 months ago in Accounts Production Professional 0 Awaiting Prioritization