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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 about 1 year ago in Editing Clients 2 In Discovery

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

Delete Proposals generated in error

No description provided
Guest about 2 years ago in Proposal Manager 4 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 export accounts to word

As you can't amend the account headings of the accounts, it would be useful to be able to export to word so that such amendments can be made before sending to clients.
Bobby Millard 4 months ago in Accounts Production Enterprise / Accounts Production Professional 4 Awaiting Prioritization

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 ANL 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

Ability to have more than 10 lines on a journal

Some clients have large journals required, such as inclusion of opening balance sheet (which IRIS Elements currently does not facilitate rolling forward). This has to be journaled in and because there is a maximum of 10 lines, I am having to split...
Vicki SILVERA about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

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 about 2 years ago in Client Management 2 Awaiting Prioritization

Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest about 1 year ago in Accounts 0 Awaiting Prioritization