The current client list allows you to search by client name only. What if I received a letter from HMRC displaying only the client's VAT registration number? This is the case with the penalty letter points that HMRC recently sent to accountants, w...
The size of the client list should be capable of being saved permanently
The minimum client listing is set to 15 clients and you have to change this each time you access the list to find a client which is irritating. The facility to save the ideal client list shown should be capable to be saved from on session to another.
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...
#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Entering a postcode when setting up the address for a new client in the client dashboard
Currently you are insisting that a postcode in entered. We deal with mainly non-UK resident clients living overseas. Not all have a postcode so what do we enter here to get around the problem and be able to save the address - we don't want to ente...
NiNo's & UTRs should be on the first page when adding a new client
NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy
about 1 year ago
in Creating Clients
1
Released