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Client Management

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Add UTR to client list headings + ability to search client list by UTR

Ability to add new fields to the client list – specifically the clients UTR number would be helpful. We would also like to have the ability to search for a client by their UTR number.
Jack Hanna 11 months ago in Client Management 14 Released

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

Customised client list

I'm currently using Senta, but have just had to migrate to Elements. Looking at the integrated database (based on Senta), it's disappointing to see that I can't create new client lists (i.e. using different criteria) in Elements version of Senta, ...
Guest about 1 year ago in Client Management 6 Released

Should be able to search by UTR number on the clients tab

Many of HMRC confirmation emails only state the clients UTR in the receipt email, at current it is only possible to search who the receipt confirmation belongs to by client name.
Hamed Hoque over 1 year ago in Client Management 10 Released

Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton about 2 years ago in Creating Clients / Editing Clients / Practice Management 10 Released

Password protecting a client on IRIS Elements

No description provided
Guest 6 months ago in AML / Client Management 3 Released

Be able to edit the fields on the client list

Choose the headers most relevant to display on the client screen. Be able to resize headers for better fit etc.
Tara Hotston about 2 years ago in Client Management 5 Released

Ability to sort client lists by Partner

We are an 8 Partner practice using Iris AML software. We would like to be able to view client lists by Partner so that when a Partner, or a manager, goes in to Elements, they only see the clients they need to see.
stephen Anderson 10 months ago in AML / Client Management 1 Released

Assign Clients to users

In Taxfiler we were able to hide clients from users, this feature has been removed for some reason and I would apprecitate this being brought back as not all collegues should be able to see all clients.
michelle mckinnon 6 months ago in Client Management 3 Released

Report - list of clients with a specific year end

On Taxfiler it was possible to run a report with a list of clients then filter the list so it only included Ltd company clients with a year end of say March
Lee Taylor about 1 year ago in Client Management 1 Released