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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 6 months ago in Client Management 13 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 over 1 year ago in Other 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 9 months 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 about 1 year ago in Client Management 3 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

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 5 months ago in AML / Client Management 1 Released

Ability to add non chartered accountant reports

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.
Paul Whitehill over 1 year ago in Accounts Production Essentials 15 Released

Send tax return to client for signature

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...
Aziz 11 months ago in Practice Management 1 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 over 1 year ago in Client Management 5 Released

Rolling forward of prior year closing balances

Be able to roll forward the opening balances from the prior years accounts like Iris desktop.
Lucy Clover 11 months ago in Accounts Production Professional 5 Released