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.
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...
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, ...
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.
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.
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.
As Essentials is aimed at small businesses I am surprised that the only accountant reports available on the accounts are for chartered accountants. There should be an option for AAT and the option to include no accountant body.
Some way of pulling a list showing clients who still require a risk assessment completed
If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
To send a completed tax return or account for the client's signature. Users have to download them from Irish Elements to their computers then reupload them for signature. The system should automatically attach your tax return or account when the t...
TaxFiler had the ability to export a report containing the full client data held on file e.g. Client Name, Contact Name, UTR, NI number, Date of Birth, etc. It is now apparent that IRIS Elements Tax & Accounts has no reporting functionality. M...
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