Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Extending the characters for a name of a client on Practice managment

Having the ability to put in a name who exceeds the 20 character limit. This has resulted in not having their full name on their tax returns due to only being limited to 20 characters!

Created 16 Dec 04:56pm by Guest

IRIS Accountancy Suite / Practice Management

1
2 Vote

Record civil partnerships in IRIS Practice Management

Currently, there is nowhere to record if a client is in a civil partnership. Please add this as civil partnerships attract certain tax reliefs on the same basis as marriages. The current workaround is to record a client in a civil partnership as b...

Created 24 Nov 11:43am by Guest

IRIS Accountancy Suite / Practice Management

2 Already exists
1 Vote

access bookings made out of hours in IRIS Staff Planning

In IRIS Staff Planning it is possible to make bookings for out of practice hours. However, once the booking has been made it is not possible to access them again. It would be useful to change this so that users can access and change the out of hou...

Created 24 Aug 02:07pm by Ben Webb

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 01:09pm by Harpreet Lalli

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 7 Apr 09:07am by Matthew MacInnes

IRIS Accountancy Suite / Practice Management

1
5 Vote

Select multiple email addresses when sending a client an email

Currently when I go to send a document to a client via email, I can only select 1 email address from the client record. If I want to send the same document to other email addresses belonging to that client, I have to start from scratch each time. ...

Created 22 Feb 10:09am by Ben Webb

IRIS Accountancy Suite / Practice Management

0
0 Vote

Edit date field in Client Communications tab before searching (find)

When opening the communications tab in PM it searches for all communications and takes time if there are a lot of items. If you could filter with the date field before it searches (finds) then this would speed the search up.

Created 30 Nov 03:29pm by Dave Mowbray

IRIS Accountancy Suite / Practice Management

0
2 Vote

Make Dormant Accounts a standard job type on Practice Management

If Dormant Accounts were added as a standard job type on Practice Management then it would mean we wouldn't have to manually input the deadline date that they are due for submission to Companies House. Each time this job type is marked as complete...

Created 19 Oct 12:43pm by Guest

IRIS Accountancy Suite / Practice Management

0
0 Vote

Reminders on PM - Like a pop up

To have a pop up on the main IRIS PM screen, so we can add 'client on stop', 'collects mail' etc - this would pop up as you open the client so that everyone is aware of the information, instead of using notes

Created 5 Oct 07:50am by Guest

IRIS Accountancy Suite / Practice Management

0
3 Vote

Introduce an OR function in data mining

It would be very helpful to have an OR function in data mining so that we could search for lists of clients that meet either of 2 or more conditions - e.g. all clients registered for Personal Tax OR Partnership Tax OR Trust Tax services with a cur...

Created 4 Oct 08:01am by Guest

IRIS Accountancy Suite / Practice Management

0