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 ...
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...
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...
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...
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...
Ability to see the number of Tax Returns completed and outstanding
It would be really useful to be able to see at a glance the total number of tax returns completed and outstanding (or at all different stages) for a particular tax year.
Jenny Strudwick
about 3 years ago
in Tax
3
Released
0
Released
3
Released
