Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Dark theme

Allow settings to be changed to Dark Theme.

Created 18 Aug 15:19 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
8 Vote

Email address for invoices to be sent to

Have a separate email address field within practice management which is the default for sending invoices to. Often the business owner does not want to receive the invoices

Created 01 Aug 10:27 by Martin Smith

IRIS Accountancy Suite / Practice Management

1
6 Vote

Ability to add an Iris job to multiple clients at the same time

It would be useful and save a lot of time if you could add a particular new job to several Iris clients at the same time rather than having to go into each one separately.

Created 23 Jul 11:16 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
6 Vote

Email disclaimer and company logo and signature on outgoing emails

when we use action email to send out documentation to clients we need our email dsiclsiamer and signature and company logo to appear on these emails

Created 20 May 11:18 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

Let Users mark Tasks as Unread

Once you open a task it shows as read and this cannot be turned back to unread as you can do in all email programs. This would assist people in managing their task lists

Created 18 May 13:07 by Chris Pratt

IRIS Accountancy Suite / Practice Management

0
1 Vote

Job Profile automatic job completion

It would be advantageous if the job stages which include payment of our fees were able to be automatically completed when fees are processed through time and fees.

Created 09 Feb 11:19 by Debbie Wildin

IRIS Accountancy Suite / Practice Management

0
1 Vote

PM Tasks

It would be advantageous there was an option within privileges to stop tasks being posted to staff members. For example when they have left or are on leave.

Created 06 Feb 11:22 by Debbie Wildin

IRIS Accountancy Suite / Practice Management

0
3 Vote

Field in PM Database for HMRC 15 digit tax code

With a lot mote residential CGT property sales occurring, it would be helpful to incorporate a field in the practice management database for the new HMRC 15 digit tax code. Can this be made available for the field to be in the tax tab on the clien...

Created 17 May 13:09 by Harpreet Lalli

IRIS Accountancy Suite / Practice Management

0
1 Vote

To be able to edit the WIP Report template permanently

We would like to add an important note into the WIP document which would show on every WIP document generated.

Created 10 Jan 17:32 by Guest

IRIS Accountancy Suite / Practice Management

0
3 Vote

Add Nationality as a Column/Field in Data Mining

The Nationality field is populated in IRIS PM, but is not available in Data Mining, despite all the other core fields pulling through

Created 07 Apr 09:07 by Matthew MacInnes

IRIS Accountancy Suite / Practice Management

1