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
An update to the client list functionality is coming very soon which will allow for the adding of additional columns and the saving of your preferred custom view.
The client listing facility is hugely inferior to TaxFiler - can't see or list accounts by year end. No list showing status, Companies House filing etc.
Just one extremely restricted client list export.
Very unimpressed and disappointed with this forced "upgrade" to Elements.
Working on it since May per comment - how long will it take!
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
An update to the client list functionality is coming very soon which will allow for the adding of additional columns and the saving of your preferred custom view.
IRIS Elements - Coming soon page: https://help-iris.co.uk/elements/produpdates/coming-soon-iris-elements.htm#General
The client list is NOT a Practice Management specific facility.
Now I see - this type of facility has been moved to Practice Management, a paid for extra. The upgrade from TaxFiler is to an inferior product
The client listing facility is hugely inferior to TaxFiler - can't see or list accounts by year end. No list showing status, Companies House filing etc.
Just one extremely restricted client list export.
Very unimpressed and disappointed with this forced "upgrade" to Elements.
Working on it since May per comment - how long will it take!
Thank you Tara, we are working on big improvements to the client list, which will allow you to create custom views.