Submit Idea
SUBMIT IDEA

Elements Ideas

Showing 80

Select contents to be included in accounts or excluded

When using the accounts production there should be an option to select the contents to be included or excluded from the accounts e.g to include an accountants report or not.
Guest about 1 year ago in Accounts Production Essentials / Accounts Production Professional 3 Released

Accounting Year End Date on Client list

This would be useful to see all accounting dates in the client listing to track deadlines and prioritise work flow. Also reducing the risk of missing deadlines.
Leonie Laycock 5 months ago in Client Management 2 Released

Accounts approval by multiple directors

Sometimes more than one director requests to sign the accounts. It would be very useful if you could add more than one directors approval to the accounts, rather than a default one director
Alex John over 2 years ago in Accounts Production Essentials 1 Released

quick reporting

hi i can export below details from taxfiler. but it's not possible in iris elements. it's very useful for getting client details for updating my client register in excel. Client InfoCodeTypeNameTitleSurnameForenamesDate of birthUTRNI NumberCompany...
Binu Jacob 11 months ago in Client Management 1 Released

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest 6 months ago in Accounts Production Essentials 1 Released

Search by mobile number on client screen

Missed call? No message? Useful to search the mobile number and see if it matches a client to be able to call back.
Tara Hotston almost 2 years ago in Client Management 1 Released

Notification to client that signature has been successful on documents

Feedback from my clients when signing a tax return sent via documents they type in their name and then it disappears. They want a prompt on screen to show it has been successfully signed and I have been notified.
Guest almost 2 years ago in Practice Management 2 Released

Enable privacy groups for certain clients and users

We have certain clients whose information is private and should not be seen by all users within our firm.
Guest over 1 year ago in Client Management 4 Released

AML risk assessments - can't approve in V2!

We have just moved to V2 of Elements AML - and staff are no longer able to approve client risk assessments (they could in V1). This is reserved only for MLROs. This doesn't work - as the staff are the ones carrying out the work - and the ones best...
Guest 6 months ago in AML 7 Released

Need reporting capability in AML to identify clients in high normal low and none categories

the client list on elements v1 contained an status status column so you knew clients that needed to be dealt with and for others you knew the risk. now there is just a client list an no mention of whether AML complete or what the level of risk is....
David Brown 7 months ago in AML / Client Management 2 Released