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Elements Ideas

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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

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 7 months ago in Company Formations 0 Awaiting Prioritization

Resend Activation Email

Since we adopted the practice manager, our practice has faced challenges. We activated accounts for several clients. They called us to say they did not receive the activation email or, by mistake, deleted it. The client cannot log into the portal ...
Aziz 9 months ago in Practice Management 1 In Discovery

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

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

Ability to delete users

Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove 8 months ago in Practice Management 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

Renaming of accounts PDF documents

When we download Full or Filleted accounts they are both named Accounts. Can this be changed so that they named Full and Filleted accounts. It means I don't need to do it before sending it to clients
Andreas C 2 months ago in Accounts 0 Awaiting Prioritization

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

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