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Ability to tick and mark multiple jobs as complete from the job/tasks page.

Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
Parkers Accountancy over 1 year ago in Practice Management 0 In Discovery

Being able to store a PDF copy of risk assessments

Currently it is not possible to download or print off client risk assessments. This means that if my AML supervising body required evidence of the risk assessments I wouldn’t be able to send them a copy. Neither would I be able to keep a copy if I...
Guest about 2 years ago in AML 6 In Discovery

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood over 1 year ago in Creating Clients 1 In Discovery

Ability to set or change default review period for RAs and KYCs

Currently, all RAs and KYCs seem to default to 1 year for review. There is no way to change either the default period or the review date on the KYC or RA. A new manual RA or KYC needs to be completed. It is not essential for all RAs and KYCs to be...
Corinne Harper over 1 year ago in AML 0 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 9 months ago in Proposal Manager 1 In Discovery

Improve work queue navigation

Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
Andy Shepherd over 1 year ago in Practice Management 0 In Discovery

Printing or downloading assessments

KYC and risk assessments - at the moment they can not be downloaded or printed off other than via screen printing.
Guest over 2 years ago in AML 2 In Discovery

Ability to print Firmwide Risk Assessment

I have a Practice Assurance review and they want me to send them a copy of my Firmwide Risk Assessment and I can not see a way of printing it or downloading it... not something that would be needed very often but difficult for a work around when y...
Andrena Miles 10 months ago in Practice Management 1 In Discovery

Ability to migrate clients from one Elements account to another

For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Katherine Dickens 11 months ago in Client Management 0 In Discovery

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest 11 months ago in Practice Management 3 In Discovery