I have a Practice Assurance review and they want me to send them a copy of my Firmwide Risk Assessment and I can not see a way of printing it or downloading it... not something that would be needed very often but difficult for a work around when y...
Ability to tick and mark multiple jobs as complete from the job/tasks page.
Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
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
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...
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
over 1 year ago
in AML
1
Awaiting Prioritization
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.
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.
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
Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
1
In Discovery
1
Awaiting Prioritization
0
Awaiting Prioritization
