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...
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...
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...
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 ...
Add notification to client signature on documents portal
Client signs document and the box disappears- several clients have emailed to say they didn't know if it had worked. There needs to be a message pop up to say that it has been signed and a notification has been sent to the accountant.
Automatically marking a return as Amended if one has already been submitted in the software
If I am producing an amended tax return in the software where the original was submitted, it should automatically default to showing as an amended return.
Jenny Strudwick
about 3 years ago
in Tax
0
Released
Some way of pulling a list showing clients who still require a risk assessment completed
If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
This would be useful to see all accounting dates in the client listing to track deadlines and prioritise work flow. Also reducing the risk of missing deadlines.
1
Released
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