What's new in IRIS Elements

Find out about the changes we've made.

You can also check our known issues, fixes, and what's coming soon.

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February 2025

General

Support for private and public clients

Client privacy, also known as confidential clients, is now available in IRIS Elements. Client records are given a Privacy status in the client list:

  • Private — This client record can only be accessed by assigned users
    • Private-assigned — This status is displayed in the client list for those client records the logged in user can access
  • Public — This client record can be accessed by all users in the practice

Existing client records are made Public. If client privacy is required, you must edit the client record to Switch on client privacy and add assignees — use the new Client privacy widget to do this.

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.

IRIS Elements Anti Money Laundering (AML)

Updated permissions for risk assessments.

We have updated user permissions so that Owners and Administrators can now approve or reject risk assessments. This will automatically be applied to all users with Owner or Administrator roles in IRIS Elements Anti Money Laundering (AML).

If you are responsible for assigning user permissions, we recommend reviewing them. If you do not want a user to be able to approve or reject risk assessments, you will need to change them to a Viewer, Contributor, or Editor. Learn how to assign permissions.

January 2025

We're taking a break from new features during January to fully support you during the busy period.

Here are some recent updates you may have missed over the last few months:

IRIS Elements Anti Money Laundering (AML)

AML Compliance Report Generator

You can now download a CSV report that captures a range of anti-money laundering (AML) related information across your client portfolio. This report is available in Practice Compliance > Downloads.

IRIS Elements Practice Management

The Pensions Regulator integration

During a Payroll setup job, Staging date is now automatically populated through The Pensions Regulator, once you enter the HMRC employer reference and select Save & Submit.