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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 over 1 year ago in Accounts Production Essentials 3 Already exists

2 VOTE

URL link for client visible in client list

Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns

Guest 5 months ago in Client Management 1 Already exists

8 VOTE

Client-specific jobs

Be handy to be able to customise jobs specifically for specific clients.

Adam Owens almost 2 years ago in Practice Management 1 Already exists

6 VOTE

Can we add a code to the COA please in AP

No description provided

Steve Murray over 1 year ago in Accounts Production Essentials 3 Already exists

1 VOTE

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...

Aziz 5 months ago in Practice Management 5 Already exists

1 VOTE

Export Job List

Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.