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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 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 7 months ago in Accounts Production Enterprise / Accounts Production Professional 4 Awaiting Prioritization

Charity accounts

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

Ability to show accounts due date

You already have every details of the company why cant you show the due dates
Guest over 1 year ago in Accounts 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 over 2 years ago in Client Management 2 Awaiting Prioritization

Add extra notes

Ability to include extra notes.
Alex John about 3 years ago in Accounts Production Essentials 1 Awaiting Prioritization

IRIS Docs migration to Elements document management system

I am unable to migrate t oa cloud based practice as no migration or road-map proposal is availaable to move the 15+ years of data in Docs to Elements
Guest 5 months ago in Other 0 In Discovery

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

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 almost 2 years ago in Accounts Production Essentials 3 Already exists

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 almost 2 years ago in Practice Management 1 Planned