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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 10 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 almost 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

Allow for AMENDED accounts to be submiited to companies house and HMRC

No description provided
Guest about 2 years ago in Accounts Production Professional 3 Released

Submit amended accounts to Companies House electronically

At present any Amended accounts to be sent to Companies House have to be done on paper. Can this be looked at please so this can be done electroncially? As you can with the CT600.
Pete Keen over 1 year ago in Accounts Production Professional 8 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 produce TB and full Nominal Ledger in Elements Accounts Production Essentials

Would be helpful to be able to produce a TB that can be printed or downloaded. Also to produce a full NL rather than have to go into each account individually to to get a breakdown.
Sarah Wheatley over 1 year ago in Accounts Production Essentials 7 Released

Restrict access to certain clients

For various reasons, with would be useful if certain users cannot see certain clients' accounts/returns.
Guest over 1 year ago in Accounts 8 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 almost 2 years ago in Creating Clients / Editing Clients / Practice Management 10 Released

Password protecting a client on IRIS Elements

No description provided
Guest 4 months ago in AML / Client Management 3 Released