UKI Compliance Ideas Portal

Automatic submission button for every quarter, that would submit all of the clients. Assumption that we and the client are checking every month, then using AI to automate could be a working suggestion Having an automatic submission button for ever...

Getting ready to MTD is going to be very challenging. I need to quickly find what clients we need to prioritise, other accountants will be the same. Looking for one report that can interrogate the turnover for every client we have. This report wou...

It would be good if we could insert a table into the notes for example I'm used to having a table in Director's advances and credits (like Iris do) to show balances b/fwd, c/fwd and balances for advanced and repaid. I tried to space it out in tabl...

At present the only way for editing mappings file is to do so manually, on the first import of the trial balance. This means the same process has to be repeated for each client, even if the source trial balance codes are the same. If there were a ...

This would be useful to give our customers reassurance that their payment has been received. Many customers call or email us asking for confirmation that their payment/bank transfer has been received. Currently, I email them another copy of their ...

Most accounting softwares use the term Profit and Loss & Balance Sheet. When taking on a new client and I prepare accounts using Sage, they instantly question the difference in terminology used to what their previous accounts showed. This is a...

Instead of having to scroll through all clients to double check the tax return/accounts have been submitted on time (particularly at January deadline) just have a column on the client list so it's easy to see

We are currently reviewing the ability to add more notes across the different reporting standards. Please log comments on this idea with the specifics of... Client type Reporting Standard Where you require the note within the accounts Any addition...

Logic says that if you select the left hand dropdown it would go to data entry, but you have to choose the right which is headed import