Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

4 Vote

Carry out validation before the Return is printed

Some validation occurs after the tax return has been printed which means making changes and then re-printing it would be better if all validation was carried out before the Return is printed. Giving the user a button on the tool bar to carry out...

Created 18 Dec 10:08am by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
2 Vote

Audit trail of when checklist reminders have been sent.

Need to add a audit trail of when checklist reminders are sent to customers in the status screen. This will need to be able to track multiple reminders.

Created 18 Dec 10:08am by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
13 Vote

Ability to switch from one tax year to another whilst in a data entry screen

Functionality to switch from one tax year to another whilst remaining in the same data entry screen. This would allow the user to compare values entered for the same source from one year to the next and make entries if applicable without having to...

Created 18 Dec 10:08am by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
0 Vote

Client requires to have the option to remove User Value and HMRC value from SOD

Option to remove the User Value and HMRC values included in the Schedules of Data.

Created 18 Dec 10:07am by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0