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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 4 months ago in Practice Management 0 Awaiting Prioritization

Audit report

Preparation of audited accounts should be included in the Iris Element.
Guest over 1 year ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

Lead Schedules

It would be helpful to be able to export/print lead schedules i.e. debtors, creditors, bank, fixed assets etc
Vicki SILVERA over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

IRIS Docs migration to Elements document management system

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements
Guest 3 months ago in Other 0 In Discovery

Insert row in TB input

Inserting row in the tb to ensure P&L items are at the top and balance sheet at the bottom
Guest about 1 year ago in Accounts Production Professional 1 In Discovery

Auto update accounts with corp tax charge

Sync tax charge calculated by tax comp into accounts production to save posting journal followed by additional journals if figures change
James Read 12 months ago in Tax 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 about 1 year ago in Other 1 In Discovery

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 10 months ago in Accounts / Practice Management / Tax 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

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 over 1 year ago in Accounts 0 Awaiting Prioritization