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Client Management

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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 over 1 year ago in Creating Clients 1 Released

quick reporting

hi i can export below details from taxfiler. but it's not possible in iris elements. it's very useful for getting client details for updating my client register in excel. Client InfoCodeTypeNameTitleSurnameForenamesDate of birthUTRNI NumberCompany...
Binu Jacob over 1 year ago in Client Management 1 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 9 months ago in Creating Clients / Tax 1 Released

Advance Edit Roles - client security

At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an i...
Ian Davis over 1 year ago in Client Management 1 Released

Accounting Year End Date on Client list

This would be useful to see all accounting dates in the client listing to track deadlines and prioritise work flow. Also reducing the risk of missing deadlines.
Leonie Laycock 11 months ago in Client Management 2 Released

Need reporting capability in AML to identify clients in high normal low and none categories

the client list on elements v1 contained an status status column so you knew clients that needed to be dealt with and for others you knew the risk. now there is just a client list an no mention of whether AML complete or what the level of risk is....
David Brown 12 months ago in AML / Client Management 2 Released

Save what the client list is sorted by

Please can you find a way to enable us to save the client list in a specific order e.g. Client Ref? At the moment it sorts by client first name which is not very useful. Please can you also enable us to save the number of clients shown as we have ...
Guest over 2 years ago in Client Management 2 Released

Business description available when creating a new sole trader client

Business description is a mandatory field for tax returns so when creating a new client as this is not on the first page this is often missed and you are then unable to submit the tax return without then going onto another page to add this data.
Parkers Accountancy over 1 year ago in Creating Clients 1 Released

I want to sort my client list by the 'Client ID' column

We use a "ZZZ" client ID prefix for old clients - it would be useful to be able to sort clients by 'Client ID' so we can identify these quickly Reported by Lee Gardner 08/07/2022
Rob Millen about 3 years ago in Client Management 0 Released

Sort client list

It would be useful to sort clients by type rather than go through a long list. In particular as default is only 15 clients and there are 2 records for every individual/sole trader ( can't understand this at all...). So a drop down box with individ...
Guest almost 2 years ago in Client Management / Practice Management 1 Released