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Showing 13 of 13

Individual and Sole Trader are the same entity and do not require duplicate records

Big frustration for me. A sole trader business is the individual, they do not need to be created as 2 separate clients. Apart from using up 2 clients for those who have a limited number on their subscription, its duplicating the same info and need...
Tara Hotston about 2 years ago in Accounts / Client Management / Tax 13 Released

Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover over 1 year ago in Practice Management 5 Planned

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 5 months ago in Practice Management 0 In Discovery

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 about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 8 months ago in Other 0 In Discovery

Customised Client View

#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Doug McAdam 10 months ago in Client Management 1 Released

quick reporting

hi i can export below details from taxfiler. but it's not possible in iris elements. it's very useful for getting client details for updating my client register in excel. Client InfoCodeTypeNameTitleSurnameForenamesDate of birthUTRNI NumberCompany...
Binu Jacob about 1 year ago in Client Management 1 Released

Ability to set or change default review period for RAs and KYCs

Currently, all RAs and KYCs seem to default to 1 year for review. There is no way to change either the default period or the review date on the KYC or RA. A new manual RA or KYC needs to be completed. It is not essential for all RAs and KYCs to be...
Corinne Harper over 1 year ago in AML 0 In Discovery

Sort client list

It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
Guest over 1 year ago in Client Management / Practice Management 1 Released

Accounts on dashboard

This is for elements. I would like to see on dashboard the accounts that I am working on. It is incredibly frustrating that I have to go to clients, find the client then see the draft accounts. I maybe working on several accounts at the same time ...
Guest over 1 year ago in Accounts 0 Released