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Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 4 months ago in Practice Management 0 In Discovery

Debtors above 1 year

I want to show the long term debtor separately on the face of the balance sheet. I have entered the figure correctly in the TB section, but it is being pulled through and grouped within net current assets.
Nick Lloyd over 1 year ago in Accounts 0 Awaiting Prioritization

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

Customised Client View

#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Doug McAdam 9 months ago in Client Management 1 Released

quick reporting

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...
Binu Jacob about 1 year ago in Client Management 1 Released

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest almost 2 years ago in Practice Management 0 Awaiting Prioritization

Ability to set or change default review period for RAs and KYCs

Currently, all RAs and KYCs seem to default to 1 year for review. There is no way to change either the default period or the review date on the KYC or RA. A new manual RA or KYC needs to be completed. It is not essential for all RAs and KYCs to be...
Corinne Harper about 1 year ago in AML 0 In Discovery

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen almost 3 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Initial client set up and assessment

When completing a risk assessment, the next due date automatically completes for 1 year and cannot be edited. When assigning a risk profile, a comment can be entered but this then disappears when saved and doesn't seem to appear anywhere. A KYC as...
Paul Riggall about 2 years ago in AML 2 Released