Add UTR to client list headings + ability to search client list by UTR
Ability to add new fields to the client list – specifically the clients UTR number would be helpful. We would also like to have the ability to search for a client by their UTR number.
Any Word on this update. Would have thought that it was a pretty simple fix.
Require this functionality as soon as possible. Especially given that you are no longer able to bulk roll forward clients tax returns from the previous year.
Hello team, any update on this request, this option was there on Taxfiler dont know why this report was discontinued, really its very helpfull, i really need this ASAP..
Thanks for logging this Jack - 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) - would you be interested in having early access?
This functionality went live in October 2024 - see help guidance for info: https://help-iris.co.uk/elements/clients/add-utr-custom-view.htm
Rob,
Any Word on this update. Would have thought that it was a pretty simple fix.
Require this functionality as soon as possible. Especially given that you are no longer able to bulk roll forward clients tax returns from the previous year.
Dear Team, can you provide me an update on this option ASAP...
Dear Team, can you provide me an update on this option ASAP...
"It's really disappointing how long it's taking to implement what should be simple functionality.
hello Team any update on this?
Is this feature now live as I cannot see this on my client list? I dont even have the ability to add more columns?
Hello team, any update on this request, this option was there on Taxfiler dont know why this report was discontinued, really its very helpfull, i really need this ASAP..
Thanks for logging this Jack - 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) - would you be interested in having early access?