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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 7 months ago in Practice Management 0 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

should be able to include SOCIE for essentials package

Although not a mandatory requirement, it is best practice for FRS102 1A compliance that companies show statement of changes in equity. It should be an option on the essentials package as although a company may be starting small, following best pra...
Ashleigh Blair about 2 months ago in Accounts Production Essentials 0 Awaiting Prioritization

Elements

You have several templates for the Accountants' Report, but I would need you to also include one for the IAB, or at least an option for a custom template. Currently, you only offer the "independent" version, which is inconvenient. I’d rather not s...
Guest 4 months 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

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

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 8 months ago in Accounts / Practice Management / Tax 1 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 12 months ago in Accounts Production Professional 0 Planned

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 almost 2 years ago in Accounts Production Essentials 7 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 about 1 year ago in Tax 0 Awaiting Prioritization