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Elements Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

SUBMIT IDEA

Client Management

Showing 32

Diary

It would be useful to see what clients are coming up to year end and to make sure no one has been missed with deadlines.
Guest 10 months ago in Client Management 3 Released

Search client by other criterias

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...
Aziz over 1 year ago in Client Management 1 Released

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.
Allan Frost about 2 years ago in Client Management 1 Released

Client Data Export

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...
Guest 10 months ago in Client Management 1 Released

Customised Client View

#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...
Doug McAdam 10 months ago in Client Management 1 Released

Export client list with option to filter via client partner etc

So that we can generate reports for each client partner.
Guest 10 months ago in Client Management 1 Released

Client view to have UTR numbers on the client list

Not sure if this has already been mentioned, would be great to see the UTR numbers on the client list.
Leena Kandoi over 1 year ago in Client Management 3 Released

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...
Andrew Baker 6 months ago in Creating Clients / Tax 1 Released

Search by mobile number on client screen

Missed call? No message? Useful to search the mobile number and see if it matches a client to be able to call back.
Tara Hotston about 2 years ago in Client Management 1 Released

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