The current client list allows you to search by client name only. What if I received a letter from HMRC displaying only the client's VAT registration number? This is the case with the penalty letter points that HMRC recently sent to accountants, w...
TaxFiler had the ability to export a report containing the full client data held on file e.g. Client Name, Contact Name, UTR, NI number, Date of Birth, etc. It is now apparent that IRIS Elements Tax & Accounts has no reporting functionality. M...
The size of the client list should be capable of being saved permanently
The minimum client listing is set to 15 clients and you have to change this each time you access the list to find a client which is irritating. The facility to save the ideal client list shown should be capable to be saved from on session to another.
When we log in to elements it defaults to showing 15 clients. You need to update this to show more clients everytime you return to that page. it would be helpful to be able to save the customised/last view. Also we like to view clients by client I...
As a person responsible for paying the bill for Elements, or as a person monitoring ongoing business costs, I would like a way of viewing all the AML checks performed by my team. This would need to include the ability to the see the client code an...
Too spread out, needing to scroll down to find the useful information eg phone number and email address at the bottom. Would be better to be able to display everything on one screen without the need for scrolling. Many other screens this would be ...
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