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Power of Attorney as relationship for individuals

We would like to be able to perform AML checks on the Power of Attorneys for clients. There isn't currently a suitable relationship category for them
Amy Heron about 2 months ago in Client Management 0 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 6 months ago in Other 0 In Discovery

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 2 months ago in Client Management 3 In Discovery

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other ANL 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 3 In Discovery

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins 3 months ago in  0 In Discovery

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 3 months ago in Accounts / Practice Management / Tax 1 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 12 months ago in Tax 0 In Discovery

List the beneficiaries and trustees of a trust on the AML tab

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.
Guest about 1 year ago in AML 2 In Discovery

Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen 7 months ago in Proposal Manager 1 In Discovery

Future services to be listed or a price list

I have clients that are start ups, so may only need certain services in the early days. It would be helpful to be able to list other services and their costs so that clients know in advance what fees are. You could have a commited fees section and...
Guest 4 months ago in Proposal Manager 1 In Discovery