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Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein 9 months ago in Practice Management 1 Awaiting Prioritization

Accounts and iXBRL for non-UK companies

CREATING NON-UK COMPANY ACCOUNTS is it possible to create non-UK companies when creating a business client in Iris Elements Tax and accounting? See attached screenshot. With regards to IXBRL of the non-UK companies, the situation is a below, it wi...
Best Tax services Ltd 9 months ago in Accounts Production Professional 1 Awaiting Prioritization

Proposal Manager x Office 365 integration

I would like proposals to be sent via my Outlook account so the prospect can see the email is from me.
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

The ability to run a comparative personal tax computation.

The ability to run a comparative personal tax computation.
Adam Owens over 2 years ago in Tax 1 Awaiting Prioritization

I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 10 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

Document Viewer

I am in a client documents tab. There is a long list of documents in pdf, word & etc format. To get some details from them, I have to download each and view them in 3rd party software. That is time-consuming and insecure to do so. The document...
Aziz almost 2 years ago in Practice Management 0 Awaiting Prioritization

Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson 11 months ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Ability to add labels to the job

There should be a filter for jobs where we can add labels that can later be filtered rather than just starred or flagged. E.g, if I send documents for approval to client & waiting, I can label that job as "Waiting approval" which can be filter...
Shehzad Ali almost 2 years ago in Practice Management 0 Awaiting Prioritization

Electronic checks

When the button for electronic check is pressed - system to ask if sure - so that not done by accident.
Guest 11 months ago in AML 1 Awaiting Prioritization