Submit Idea
SUBMIT IDEA

Elements Ideas

Showing 248 of 248

Charity accounts

Ability to produce year end accounts for Charities.
Alex John almost 3 years ago in Accounts Production Enterprise 2 Planned

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 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 over 1 year ago in Accounts Production Professional 0 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

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 5 months ago in Accounts Production Enterprise / Accounts Production Professional 4 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

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 over 1 year ago in AML 3 Awaiting Prioritization

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

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 almost 2 years ago in Client Management 6 Awaiting Prioritization

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob about 1 year ago in Tax 0 In Discovery