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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 almost 2 years ago in Accounts 0 Awaiting Prioritization

Delete Proposals generated in error

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

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 over 1 year ago in Tax 0 Awaiting Prioritization

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 9 months ago in Practice Management 0 In Discovery

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 about 1 year ago in Accounts Production Professional 0 Planned

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 about 2 years ago in Accounts Production Professional 0 Awaiting Prioritization

KYC - Editable

It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.
Jane Rigley over 1 year ago in AML 3 Awaiting Prioritization

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 9 months ago in Accounts / Practice Management / Tax 1 In Discovery

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 over 2 years ago in Practice Management 1 Awaiting Prioritization

Charity accounts

Ability to produce year end accounts for Charities.
Alex John over 3 years ago in Accounts Production Enterprise 2 Planned