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Client Management

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Not have to replicate contact info for existing clients

When setting up a client, when adding in the contact details you have to add in the same details again.
Lucy Clover about 1 year ago in Creating Clients 1 Duplicate

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 11 months ago in Creating Clients 0 In Discovery

Adding Shareholder as a Relationship Type

When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
Guest 11 months ago in Relationships 0

Ability to migrate clients from one Elements account to another

For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Katherine Dickens 5 months ago in Client Management 0 In Discovery

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey almost 2 years ago in Client Management 1 In Discovery

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.
Craig Thornton over 1 year ago in Client Management 0 In Discovery

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood about 1 year ago in Creating Clients 1 In Discovery

Nationality section

When setting up a new tax client give the options of inserting more than one nationality for dual nationals. Also be able to insert "not known" or leave blank if this information is currently unavailable. And to have the ability to edit this secti...
Andrew Baker 6 months ago in Client Management 0 In Discovery

Accounts Report for Ltd Cos needs Column for Cos House filing response

For Ltd companines, the accounts report should have a column showing the companies house filing response (ie either Accepted or Rejected or blank for those not yet filied) This feature was available in Taxfiler - see attached screenshot - column o...
James Bassan 7 months ago in Accounts / Client Management 0

To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 8 months ago in Client Management / Creating Clients 0 Awaiting Prioritization