Exclude clients from AML reporting

Choose the clients to exclude in IRIS Elements Anti Money Laundering reports:

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients and select the client you need.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Select the required clients to exclude.
  4. From the Bulk updates drop-down, select Exclude from AML reporting.