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Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest 11 months ago in Accounts 0 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 6 Awaiting Prioritization

Power of Attorney as relationship for individuals

We would like to be able to perform AML checks on the Power of Attorneys for clients. There isn't currently a suitable relationship category for them
Amy Heron about 2 months ago in Client Management 0 In Discovery

Client dashboard needs to be edited in same way home screen can so you can see what you feel is important

I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston almost 2 years ago in Client Management 2 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 about 1 year ago in AML 3 Awaiting Prioritization

Duplication of Information in Information and Contact Tabs

It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.
JAYNE PERRY over 1 year ago in Practice Management 2 Duplicate

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 6 months ago in Other 0 In Discovery

PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Guest over 1 year ago in Practice Management 1 Planned

Able to change account descriptions and add new accounts

It would be helpful if we could change the name of some accounts for example rename Employee costs: entertaining to customer entertaining. Or change software to computer costs. The sales accounts and cost of sales accounts are also very limited.
Haydn Link over 1 year ago in Accounts Production Essentials 3 Already exists

Charity accounts

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