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Elements Ideas

Showing 254 of 254

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

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

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

Practice Inbox

Within Senta there is a Practice Inbox option where you can see all emails in specific inboxes. This is a great feature and it would be very beneficial if added into Elements to complement the email function already there
Joe Dixon 2 months ago in Practice Management 1 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

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

Ability to edit and add notes to accounts and directors report

No description provided
Michael ALINEK 2 months ago in Accounts Production Professional 1 Awaiting Prioritization

Delete Proposals generated in error

No description provided
Guest over 2 years ago in Proposal Manager 4 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 8 months ago in Proposal Manager 2 Planned

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