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Enable privacy groups for certain clients and users

We have certain clients whose information is private and should not be seen by all users within our firm.
Guest almost 2 years ago in Client Management 4 Released

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins 8 months ago in  0 Released

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

No description provided
Guest 8 months ago in AML 1 Released

NiNo's & UTRs should be on the first page when adding a new client

NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy over 1 year ago in Creating Clients 1 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 over 1 year ago in Client Management 1 Released

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 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 9 months ago in Creating Clients / Tax 1 Released

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 Released

Customised Client View

It would be great to customise the client view so that I could see who all my contacts are for every client. Having this view would help me ensure that for all my contacts I have all the information I need or identify gaps in my records to ensure ...
Jenny Neale over 2 years ago in Practice Management 1 Released

Advance Edit Roles - client security

At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an i...
Ian Davis over 1 year ago in Client Management 1 Released