Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Make Dormant Accounts a standard job type on Practice Management

If Dormant Accounts were added as a standard job type on Practice Management then it would mean we wouldn't have to manually input the deadline date that they are due for submission to Companies House. Each time this job type is marked as complete and the recurrence is created for the next year you have to manually input the deadline. You have to remember to do this each time, and it can easily be missed or input incorrectly. Adding it as a standard job type will eradicate this problem and the deadline would be input automatically as it does with an Accounts job type.

  • Guest
  • Oct 19 2021
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