In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright
11 months ago
in Other
1
Awaiting Prioritization
One click ability to email every client avoiding duplications due to multiple entities
Example - mailshot to all clients for newsletter without emailing all directors of the company and annoying them. Use this at the same time as other filters.
Ability to Google search an individual or business
In an AML context, it would be good to be able to quickly perform a Google-style search against a client. e.g. Danny McGrath is a director of ABC Widgets Ltd. Can we quickly do a search for "Danny McGrath ABC Widgets Ltd OR Limited" to see if ther...
Danny McGrath
almost 1 year ago
in AML
1
Awaiting Prioritization
When clicking into the all clients list in AML could a column be added to show if the risk has been marked low, medium and high/ or blank if a risk is yet to be completed? Thanks
Ability to export Trial balance in Accounts production professional
It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.
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.
1
Awaiting Prioritization
1
Awaiting Prioritization
