Customer feedback & Ideas for IRIS

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Link AML with New Client in Iris Suite


  • Guest
  • May 13 2021
IRIS Accountancy Suite / Practice Management
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    • Guest commented
      March 24, 2022 11:48

      Hi Ben

      At the moment there is no automatic integration of basic information in AML when we add an individual to Iris Suite so we have to enter the same details twice.

      Regards


      Costa

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    • Admin
      Ben Webb commented
      March 24, 2022 11:28

      Hello,

      Please can you provide a bit more information on what you are looking to do with linking AML to a new client?

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