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Lead Schedules

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

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 12 months 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 11 months ago in Tax 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 10 months ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization

Be able to resend lapsed proposals without having to recreate new

Currently, if a potential client does not approve within the timeframe you have to create an entirely new proposal which is ludicrous and a waste of time, literally having to carbon copy a new one out. You should be able to go into lapsed proposal...
Guest 5 months ago in Proposal Manager 2 Planned

Enable more editing for Sole trader & partnership accounts

Iris Elements Accounts Production: To be able to have the left hand navigation panel once the accounts have been generated for sole trader and partnership accounts so that accounting policies can be added to and edited. Otherwise key information i...
Lorna Cooke 9 months ago in Accounts Production Professional 0 Planned

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

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

One click format for refiling accounts

Rather than exporting and adding info in 3rd party pdf editor, if amended accounts could automatically contain the appropriate items to show companies house these are amended accounts.
Guest over 1 year ago in Accounts 0 Awaiting Prioritization