I was setting up a new client on IRIS elements for their personal tax return but later found it difficult to remove their title on the information section of IRIS Elements. There is no option for this. I do not want to delete the client from IRIS ...
I would like to be able to set my own default on the home screen as to when RA or ID checks are due. They both sit at 28 days all the time. If I only see a client quarterly, to tell me he needs a review in 28 days means I could have missed an oppo...
Caroline Gudgeon
about 2 years ago
in AML
2
Awaiting Prioritization
I have run my first RA and cannot believe that I have to manually note down all the details, and the type in into the report. Surely it can all be pulled into the report? All the data is there! I may as well do it in Excel!!
Caroline Gudgeon
about 2 years ago
in AML
2
Awaiting Prioritization
To be able to report statistics on the number of PEP and Sanction list clients after ID checks have been carried out. This is needed for compliance reporting.
Task commencement and due dates should be based on date job comes in.
It does not make sense that the commencement and due dates of tasks are based on the job year end. You cannot start a jobs until you have received the records from a client, so the task commencement and due dates should be based on the date record...
We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Ability to add your own client risk assessment template
MLR specifiy that money laundering needs to have relevant risk assessments. This is not possible when i have to answer a lot of unrelevant questions for my clients.
2
Awaiting Prioritization
0
In Discovery
0
Awaiting Prioritization
