Being able to create new/edit disclosures in the accounts. For example, being able to have detailed debtors and creditors note. Share capital note. Off-balance sheet events note etc. The current disclosure options don't allow for this.
Be able to download time stamped accepted proposal and engagement letter
For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest
3 months ago
in Proposal Manager
0
Awaiting Prioritization
Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove
3 months ago
in Practice Management
0
Awaiting Prioritization
Submit "Ask a Client to Authorise you" Through the each client
Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the clien...
A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones
8 months ago
in AML
3
Awaiting Prioritization
0
Awaiting Prioritization
0
Awaiting Prioritization
3
Awaiting Prioritization
