Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

7 Vote

When emailing through the communications tab, it would be useful to be able to include your email signature without having to copy and paste it.

It would be useful to have this facility because at the moment you have to copy and paste your email signature into the end of the email to make it look professional. There is not a facility to be able to include this.

Created 24 Aug 10:05 by Guest

IRIS Accountancy Suite / Practice Management

1
2 Vote

change the layout or font on Client maintenance > Phone/Fax/Email to make the characters more legible

After a wee discussion with colleagues, a number of us find the telephone numbers on the Client Maintenance tab difficult to read. Is there a way I can change the view so the font isn’t so close together or is this something that can be fed back t...

Created 04 Jan 13:04 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Availability of producing a report which would list all our companies which are captured under FRS 102 1A and those under FRS 105.

Availability of producing a report which would list all our companies which are captured under FRS 102 1A and those under FRS 105. Usually can run similar reports via Iris Practice Management, but I am unable to data mine using the accounting stan...

Created 13 Dec 12:03 by Guest

IRIS Accountancy Suite / Practice Management

0
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 16:56 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 11:43 by Guest

IRIS Accountancy Suite / Practice Management

2 Already exists
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 04 Oct 08:01 by Guest

IRIS Accountancy Suite / Practice Management

0
4 Vote

Privilege to prevent users from completing jobs

Could we add a privilege to prevent users from completing jobs, as sometimes jobs are completed and rolled on and this causes deadlines to be missed

Created 18 Aug 13:44 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Add statutory deadline date column to job stages screen

It would be very useful to have the ability to add a new column, in the configuration, for the Statutory Deadline date, in the job stages tab. When viewing job stages and chasing clients for their year end records it would be good to have a view o...

Created 27 Oct 08:51 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
1 Vote

Remove ability to assign a task to a user marked as no longer employed.

Currently if a user/staff record is marked as no longer employed their ID cannot be selected from the search on a task however if you type in the ID it will still assign to that person. If a task is assigned to a person in error and they have left...

Created 10 Oct 12:54 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
1 Vote

We need the ability to be able export a clients full name from IRIS Data Mining

For some strange reason IRIS Data Mining only lets you data mine one Client name field. This specific field is character limited. We use IRIS Data Mining as a basis for mail merges and client communications. It is crazy that despite all the money ...

Created 09 Oct 16:48 by Alan Taylor

IRIS Accountancy Suite / Practice Management

1