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Ability to download reports such as client lists

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Grant Middleton over 1 year ago in Practice Management 5 Released

Mark client as Active or Inactive

The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz 3 months ago in Client Management 2 Released

Condense information screen

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 ...
Tara Hotston over 1 year ago in Practice Management 3 Released

A setting in task calendars that automatically hides or removes completed tasks

This would streamline workflow by keeping the view focused on pending items, reducing clutter and saving time.
Eve W 12 months ago in Practice Management 3 Released

Ability to amend/ rename headings on trial balance

Ability to amend headings on the trial balance for expenditure, which isn't already included.
Alex John over 2 years ago in Accounts Production Essentials 3 Released

Export client list with option to filter via client partner etc

So that we can generate reports for each client partner.
Guest 3 months ago in Client Management 1 Released

Elements - Be able to identify who is missing a risk assessment or KYC assessment

It is possible to identify who is missing an identity check on the electronic ID checks screen (show only individuals without an ID check radio button). It would be helpful to also be able to identify who is missing a risk assessment and KYC asses...
Guest over 1 year ago in AML 2 Released

Client view to have UTR numbers on the client list

Not sure if this has already been mentioned, would be great to see the UTR numbers on the client list.
Leena Kandoi 10 months ago in Client Management 3 Released

quick reporting

hi i can export below details from taxfiler. but it's not possible in iris elements. it's very useful for getting client details for updating my client register in excel. Client InfoCodeTypeNameTitleSurnameForenamesDate of birthUTRNI NumberCompany...
Binu Jacob 7 months ago in Client Management 1 Released

Being able to Export and Print Closing TB

Be able to print and export closing TB's, also to be able to print off nominals.
Lucy Clover 10 months ago in Accounts Production Essentials / Accounts Production Professional 1 Released