Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

PSC entry dates

The PSC entries have 2 dates that need to be recorded within the register: the date of becoming a PSC (e.g. beneficial interest was transferred on 01/02/2024) and the date that this is physically entered into the registers (e.g. 13/02/24 when the ...

Created 16 Feb 10:33 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
5 Vote

Nominal Value to 10dp

Company secretarial should allow nominal values up to 10 decimal places

Created 16 Sep 08:09 by Guest

IRIS Accountancy Suite / Company Secretarial

2 Will not implement
2 Vote

There is no capability within Iris Company Secretarial to produce form SH02 in respect of Redemption shares

We have just had to fill in a blank form SH02 and upload this ourselves to Companies House to file (Form SH02) to reflect redeemable shares having been redeemed. The issue is we cannot reflect this action on the Iris Database and it leavers our re...

Created 05 May 10:33 by Guest

IRIS Accountancy Suite / Company Secretarial

0
7 Vote

Non-cash payments for shares

Request to record that shares have been paid for using anything other than cash (i.e shares/services/non-cash) Guidance from Companies House's website: " Payment for shares in a private company can be in a variety of ways including cash, goods...

Created 31 Jan 16:16 by Alex John

IRIS Accountancy Suite / Company Secretarial

1
1 Vote

Should be able to set an agents email address that pulls through for all clients rather than entering them individually.

There should be a way to set the agents email address such that the email address for the agent applies to all clients and any new clients. Currently, when filing confirmation statements, we are having to enter the email address for each client.

Created 14 Mar 14:41 by Guest

IRIS Accountancy Suite / Company Secretarial

1
1 Vote

Share register transaction dates restrictions

Updating the registers with things like share issues and transfers, cannot be entered correctly and does not pull through on the register reports accurately: If the effective date of share issues being approved to new members is 13/01/24, but the ...

Created 16 Feb 10:37 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
2 Vote

Ability to List shareholders on CS01 when required

I have had two instances recently when this would have helped. A CS01 was produced and the client wanted to cross reference the shareholding. Lists provided not that clear. On the second occasion, we have tried to rectify a CS01 error and just nee...

Created 07 Dec 10:44 by Guest

IRIS Accountancy Suite / Company Secretarial

0
1 Vote

Change surname of shareholder (non PSC or director) and file 'voluntary' CS01 with full shareholder list

Although I appreciate Company Secretarial CS01s would ordinarily only attach a members list to a CS01 as a result of a change in shares during the year, it may be worth considering allowing a shareholders list to be attached voluntarily to a CS01 ...

Created 16 Nov 12:29 by Guest

IRIS Accountancy Suite / Company Secretarial

0
4 Vote

Import PSC data into Company Secretarial from Companies House automatically

When importing company data from Companies House, IRIS presents user with directors/secretaries and we can create these people as clients in the database. Should have the ability to also import PSC data at the same time (and bridge with Director(s...

Created 08 Mar 15:29 by Louis Evangelou

IRIS Accountancy Suite / Company Secretarial

0
2 Vote

Import clients into a job and service

We have 300 clients we prepare Compliance statements for. We would like to set them up practice management as a job for better controls but cannot do a bulk import apparently. If we were able to export and import into the database, this would be m...

Created 15 Mar 09:11 by Guest

IRIS Accountancy Suite / Company Secretarial

0