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Updating custom fields using import template

The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
Joe Dixon 5 months ago in Creating Clients 1 In Discovery

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 5 months ago in Client Management 1 Planned

high risk countries

Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Shoaib Arshad 3 months ago in AML 0 In Discovery

Engagement letter reminder

Set date reminder on Elements AML when letters of engagement need to resent/renewed to client
Guest 3 months ago in AML 3 In Discovery

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 8 months ago in Other 0 In Discovery

Ability to show/hide client bookkeeping connection (Xero)

When the Xero connection is enabled, the Xero/bookkeeping tab is displayed for all clients. Not all clients use Xero so it should be possible to hide this tab per client.
Danny McGrath almost 2 years ago in Practice Management 0 Awaiting Prioritization

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob about 1 year ago in Tax 0 In Discovery

PDF Password Protection

I am writing to suggest a new feature that could significantly enhance the security and usability of your product: automatic password protection for PDF documents. This feature will increase the security of clients' data when sending tax returns a...
Muhammad Dar 12 months ago in Client Management 1 Will not implement

Ability to merge duplicated clients

Having recently migrated from Tax Filer to IRIS Elements, we've identified some clients who are duplicated on IRIS, ie. the same individual (not a sole trader) where past personal tax returns are on both client records. We'd like the ability to me...
Guest over 1 year ago in Client Management 2

Add extra notes

Ability to include extra notes.
Alex John almost 3 years ago in Accounts Production Essentials 1 Awaiting Prioritization