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Editing trial balance codings/allocations

In the accounts product on the screen Trial balance >Edit mappings buttons for "Update and Cancel" disappear off screen when scrolling to the bottom of the list. Those can be relocated/fixed on top of the screen so you can see those evem when y...
Aleksandr Novikov 4 months ago in Accounts 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 over 1 year ago in Other 1 In Discovery

Expanded Notes to the Accounts

I need to be able to add other notes sections like directors remuneration and so forth. These should either be free text or allow current and comparative year values with users choice of row count.
Web Solutions about 2 years ago in Accounts Production Essentials 7 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 4 months ago in Practice Management 1 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 almost 2 years ago in Accounts 0 Awaiting Prioritization

Keep Sole Trader Accounts and Tax return in the same section, like accounts and corporation tax for limited companies

It is better to keep the sole trader accounts in the same section as the individual tax return similar to classic taxfiler. This way you do not need to create a whole new relationship.
Guest over 2 years ago in Accounts Production Essentials 0 Duplicate

Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
Aziz about 1 year ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization

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 4 months ago in Accounts Production Enterprise / Accounts Production Professional 0 Awaiting Prioritization

Be able to download time stamped accepted proposal and engagement letter

For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest 8 months ago in Proposal Manager 0 Awaiting Prioritization

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest 6 months ago in Client Management / Tax 0