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Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt over 1 year ago in Editing Clients 2 In Discovery

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards over 1 year ago in AML 5 In Discovery

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob about 1 year ago in Tax 0 In Discovery

Updating custom fields using import template

The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
Joe Dixon 6 months ago in Creating Clients 1 In Discovery

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 9 months ago in Other 0 In Discovery

AML Policies & Procedures Print

There is currently no option to print out the Policies & Procedures created within IRIS Elements AML
Guest 3 months ago in AML 0 In Discovery

high risk countries

Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Shoaib Arshad 4 months ago in AML 0 In Discovery

Engagement letter reminder

Set date reminder on Elements AML when letters of engagement need to resent/renewed to client
Guest 4 months ago in AML 3 In Discovery

Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall almost 2 years ago in Practice Management 5 In Discovery

Tasks for 'Teams' to show in all team members personal task list

This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Rosie Haselgrove 4 months ago in Practice Management 0 In Discovery