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Elements Ideas

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Showing 248 of 248

Editing trial balance codings/allocations

In the accounts product on the screen Trial balance >Edit mappings buttons for "Update and Cancel" disappear off screen when scrolling to the bottom of the list. Those can be relocated/fixed on top of the screen so you can see those evem when y...
Aleksandr Novikov about 15 hours ago in Accounts 0 Awaiting Prioritization

Separating POAs already made from those still due

Suggestion for enhancement: Change title of grid to “…..made/(due) for 2024-25” Change Amount column header to “Amount paid” Add new column to the right “Amount due” Change roll forward to 31/1/2025 would be in the Amount paid column Upcoming paym...
Toseeph Akhtar about 2 months ago in Tax 0 Awaiting Prioritization

Search client by Submission Status

We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Owen Sheehan 10 months ago in Client Management / Tax 1 In Discovery

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas 3 months ago in Client Management / Tax 0 In Discovery

Preview of company accounts too small

The window displaying the company accounts only uses part of the browser window and so only displays about half of each page if you zoom out to display the full page then it's too small to read.
Daniel Grenham over 1 year ago in Accounts 10 Awaiting Prioritization

option to view received emails from all clients by date range (e.g. last 2 weeks)

Currently, IRIS Elements Practice Management allows users to view sent and received emails only on an individual client basis under the client dashboard’s "Email" tab. While this is useful, it becomes time-consuming when managing multiple client q...
Binu Jacob 12 days ago in Practice Management 0 In Discovery

Accounts in the dashboard

You can see a nice pie chart of tax returns and completion status, why would you not also have this for accounts status?
Wayne Glenton over 1 year ago in Accounts Production Professional 5 Awaiting Prioritization

Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa

As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
Guest 12 months ago in Accounts / Practice Management / Tax 0 In Discovery

SA100 - Notes in box 19 on TR7 - Update to display text including any line breaks s entered in data entry

When entering a note in the Additional Information section for box 19 on page TR7, user had multiple paragraphs separated by line breaks. However, on the pdf Tax Return this formatting is lost and the information appears as one long paragraph whic...
Toseeph Akhtar about 2 months ago in Tax 0 Awaiting Prioritization

To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)

Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
Guest over 2 years ago in Accounts / Client Management / Tax 11 In Discovery