I'm currently using Senta, but have just had to migrate to Elements. Looking at the integrated database (based on Senta), it's disappointing to see that I can't create new client lists (i.e. using different criteria) in Elements version of Senta, which is something I did quite a lot of in the normal Senta. Can you add this functionality please as I set up several different client lists for various criteria and the new Elements Senta doesn't seem to have the same functionality.
We hope to launch a new version of the client list next month that will include the ability to add more columns of data (including UTR) - if you be interested in having early access, please email me on rob.millen@iris.co.uk
I am currently with a Taxfiler and want to migrate to the IRS for my clients. that would be better if you could provide a short video demo and a short constructive guide linke Excel with the Iris VAT submission function to HMRC.
I'm migrated from taxfiler client list shows UTR number as well. please add this feature
Thanks for adding this Philip, the custom view options on the client list are coming soon. We had to switch architecture from the Senta model so as to make it scalable for Elements.