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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

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

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 10 months ago in Accounts Production Professional 0 Planned

Delete Proposals generated in error

No description provided
Guest about 2 years ago in Proposal Manager 4 Awaiting Prioritization

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 over 1 year ago in Accounts Production Essentials 7 Awaiting Prioritization

Show accountant name and address on company details in accounts.

Company details should be showing company name (it's appearing in current version), Directors name ( It's appearing in current version) registered address (it's appearing in current version) and accountant's name & address ( it's not appearin...
Guest over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt over 1 year ago in Editing Clients 2 In Discovery

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 6 months ago in Proposal Manager 2 Planned

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston about 2 years ago in Practice Management 1 Awaiting Prioritization

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards over 1 year ago in AML 5 In Discovery