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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

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

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

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

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 3 In Discovery

Foreign currency presentation

We are trying to prepare an accounts which is in Euro. Elements currently does not allow to use any other currency apart from £. It would be good if we can change the presentation currency in the face of the accounts.
Guest 10 months ago in Accounts 2 Awaiting Prioritization

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

Accounts Dashboard Status

For both Tax Returns and Corporation Tax Returns it has the useful feature in a pie chart format, this shows open, draft and submitted returns. This would be an incredibly useful feature to have for Accounts to see in the same format, Draft, Final...
Christina Gouveia 3 months ago in Accounts 0 Awaiting Prioritization

Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
Aziz 8 months ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization