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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

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

Easy to get to a different client from another client

Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson over 1 year ago in Client Management 6 Awaiting Prioritization

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

Customise client 'Information' screen

It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
Danny McGrath over 1 year ago in Client Management 0

Ability to resize the home screen boxes

Allow more detail visible on screen without scrolling.
Grant Middleton about 2 years ago in Other 4 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 2 months ago in Client Management 0 In Discovery

PDF Password Protection

I am writing to suggest a new feature that could significantly enhance the security and usability of your product: automatic password protection for PDF documents. This feature will increase the security of clients' data when sending tax returns a...
Muhammad Dar 10 months ago in Client Management 1 Will not implement

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 2 months ago in Client Management 3 In Discovery

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath over 1 year ago in Practice Management 0 Awaiting Prioritization