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Fixed Asset Register
Have a fixed Asset Register for all fixed assets and include a depreciation calculator that can be journaled into the accounting system.
Created 10 Feb 21:19 by Shane Donnellan
Advisory & Reporting
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20
Vote
List of tax returns and accounts filed
would be great to be able to get a list out of what has been filed and what needs filed
Created 12 Mar 15:12 by Julie Hamilton
Advisory & Reporting
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5
Vote
Colour Coding in Tasks
Would love colour coding for tasks. For example - one colour for VAT Returns, Another for Payroll etc Or the introductions of tags for task so you can filter via tags too.
Created 15 Jan 07:53 by Natasha Everard
Practice Management
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2
Vote
Ability to copy a customer
We are a garage and the customer database is a list of cars (reference is the reg). Some customers have more than one car, so it would be handy to copy the record so then i dont have to type all contact details again, but amend the reference
Created 10 Jun 23:02 by Tina Allard
Bookkeeping
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18
Vote
Obligations tab
The plan was to build a tab in the client list but also within the client. It'll show upcoming obligations and their status. eg VAT return due in 5 days. If the VAT return has been completed in the software it'll update to complete in the obli...
Created 01 Sep 14:29 by Guest
Prospect & Client Management
Great Idea Currently In The Works
3
Vote
Generate a completed 64-8 from Sage cloud for a client to send to client for signature, IRIS has this as an option already
No description provided
Created 27 Feb 09:46 by Lee Wilkes
Practice Management
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12
Vote
Submission status of all clients
I missed the submission of one self assessment tax return this past busy season even though all the work was done. It would be very useful to view reports showing the submission status of all open accounts/corporation tax returns/personal tax retu...
Created 14 Feb 09:34 by Lakhwinder Jalf
Practice Management
Love This Idea Likely To Be Coming Your Way
3
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Share files and/or folders saved in a client file within client management with clients - currently accountant can request files from client but having a two way file sharing with clients i.e. key functionality of a client portal
No description provided
Created 11 Jan 10:09 by Paul Sylvester
Practice Management
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3
Vote
Dark mode
Should have an option like excel does that enables a dark mode for those who work long hours (especially for December & January deadlines).
Created 13 Nov 16:31 by Finley Bailey
Compliance
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3
Vote
Subtasks on Tasks
On tasks, it would be helpful to have subtasks that can be checked off.You can currently enter details, manually adjusting the text as subtasks are completed, but it would be much easier to have checkboxes
Created 24 Oct 12:35 by Shaun Long
Practice Management
Great Idea Currently In The Works
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