RELATED IDEAS
Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit BM-I-203 To make the Risk Tab customisable. .
Customise Risk Assessment
Merged
It would be useful to be able to customise the risk assessment form to be compliant with individual supervising bodies.
Risk assessment should include more questions about new clients, such as political activities, participation in foreign companies or questions about crypto shares.
Why not have the respective accounting bodies templates included in AM as standard? Then users would be able to choose which one they one in settings perhaps.
This would be great. I love this Idea Hannah
Absolutely! The 'standard' template is a good generic starting point, but without some kind of customisation we can't make use of it.