At the moment we use a 3rd party checklist for accounts disclosure checking. It would be great to have an IRIS integrated checklist that would make the process much more efficient.
Thanks, Data Screens seems to lend it self to a pre-populated disclosure checklist and it seems a shame to have to buy one from a 3rd party if we could buy one from IRIS!
sarah wilson
Thanks, Data Screens seems to lend it self to a pre-populated disclosure checklist and it seems a shame to have to buy one from a 3rd party if we could buy one from IRIS!
Hello Sarah,
Thank you for the suggestion and I will certainly include this in our next ideas meetings.
Currently the only solution we have in this area is with a link to My Work Papers. Although I appreciate this isn't truly 'integrated' with the suite.