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Please confirm whether IRIS can generate a report recording clients where we have completed a risk profile, risk assessment and KYC assessment.

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Guest 4 months ago in AML 1 Released

Ability to enter journals

The ability to enter journals rather than just change figures would give a better audit trail.
Alex John almost 3 years ago in Accounts Production Essentials 2 Released

Customised Client View

#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Doug McAdam 9 months ago in Client Management 1 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 over 1 year ago in Practice Management 3 Released

Ability to prepare and file LLP accounts

Plenty of businesses still trade via LLP's. The accounts are largely similar to Ltd company's with a few differences.
Ryan Munt about 1 year ago in Accounts Production Professional 0 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 almost 2 years ago in AML 3 Released

Export client list with option to filter via client partner etc

So that we can generate reports for each client partner.
Guest 9 months ago in Client Management 1 Released

Entering a postcode when setting up the address for a new client in the client dashboard

Currently you are insisting that a postcode in entered. We deal with mainly non-UK resident clients living overseas. Not all have a postcode so what do we enter here to get around the problem and be able to save the address - we don't want to ente...
Andrew Baker 5 months ago in Creating Clients / Tax 1 Released

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 almost 3 years ago in Tax 3 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 over 1 year ago in Client Management 3 Released