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.
Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Caroline Gudgeon
almost 2 years ago
in AML
4
Planned
It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.
Jane Rigley
over 1 year ago
in AML
1
Awaiting Prioritization
You have a page called 'Services' which is utterly pointless. There needs to be a tab to either generate invoices for clients or just enter revenue information for a client. Then we could have a dashboard which shows income for the month and year....
Lewis Smith
about 2 years ago
in Practice Management
1
Awaiting Prioritization
Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view
When you go to look through your jobs it would be good to be able to search for specific clients. It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and person...
Thomas Noakes
about 2 years ago
in Practice Management
1
Awaiting Prioritization
1
Awaiting Prioritization
1
Awaiting Prioritization
