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Being able to Export and Print Closing TB

Be able to print and export closing TB's, also to be able to print off nominals.
Lucy Clover over 1 year ago in Accounts Production Essentials / Accounts Production Professional 1 Released

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 over 1 year ago in Accounts Production Essentials / Accounts Production Professional 3 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 almost 3 years ago in Accounts Production Essentials 1 Released

NiNo's & UTRs should be on the first page when adding a new client

NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy about 1 year ago in Creating Clients 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 about 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 about 2 years ago in Practice Management 2 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 about 1 year ago in Client Management 1 Released

Some way of pulling a list showing clients who still require a risk assessment completed

If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
Guest 7 months ago in AML 1 Released

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.
Craig Thornton over 1 year ago in Client Management 3 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