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Status In Discovery
Created by sarah hadley
Created on Jun 9, 2023

Clients accounts due alert

An alert so that if accounts have yet to be filed and the deadline is looming they are not missed.

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  • Guest
    Reply
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    Oct 23, 2024

    Due dates are fundemential for accountants? how can iris elements not have this? this needs to be step 1 for any accounting and tax package...

  • Wisdom Akomanyi
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    Apr 11, 2024

    The taxfiler utilized the Diary feature, which helped us stay organized by keeping track of which filings were due and which confirmation statements were prepared. Unfortunately, IRIS does not offer this feature. We kindly request an upgrade to include this functionality. Is there an email reminder feature in IRIS Account Production to alert clients about upcoming account due dates?

  • Umer Chaudhary
    Reply
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    Mar 6, 2024

    Why is the diary feature removed from Iris Elements? As a sole practitioner it was very useful on Taxfiler to track all deadlines. Iris promised that no functionality will be lost if we migrate from Taxfiler to Iris Elements and this would be grounds for us to leave contracts if not resolved soon

  • Guest
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    Nov 4, 2023

    Taxfiler had a great feature of diary we use to check to do task everyday. It is very useful tab. Is there anyway to add this feature in IRIS ELEMENTS?

  • Ahsan Kaleem
    Reply
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    Nov 1, 2023

    Taxfiler had a very useful tab Diary and I checked this almost every day. I could check my filing Deadlines for the next 3 months. Are there any plans to bring this feature back?


  • Admin
    Nick Lloyd
    Reply
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    Jun 23, 2023

    Thank you for the suggestion

    We will soon be starting work on a widget for Accounts on the home screen that will intially show the progress for each set of accounts in flight, but we can also look to include the due date to highlight any that are due for filing