Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

make the font bigger if needed - PM tasks especially

we should be able to increase font size to make it less strain especially tasks etc

Created 17 Aug 11:47am by Guest

IRIS Accountancy Suite / Practice Management

1
6 Vote

Make Iris P11D a standard job type

It would be much better if the electronic submission confirmation automatically updates the relevant stage of the job profile, removing the need to manually update. It also means it is possible to quickly run an Iris report to get an actual pictur...

Created 6 Aug 12:51pm by Martin Greig

IRIS Accountancy Suite / Practice Management

0
1 Vote

Allow integration with PowerBI

Allow the flow of data to powerbi so dashboards can be created

Created 3 Aug 01:48pm by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Ability to Import Tasks

Within the tasks tab, the ability to export tasks is already there, however I believe it would also be useful to have the ability to import tasks when multiple ones are required so they can be done in batch.

Created 21 Jul 09:14am by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

New CGT reference (15 digits) for sale of residential property needs a field in the tax tab of practice management

No description provided

Created 9 Jun 09:11am by Ian Wolfson

IRIS Accountancy Suite / Practice Management

0
1 Vote

Shareholding on the Client dashboard

It would be useful to have a tab on the client dashboard on the iris main menu for current shareholdings of a limited company to allow quick access for staff without having to utilise a company secretary licence just to gain that info.

Created 8 Jun 09:20am by Debbie Wildin

IRIS Accountancy Suite / Practice Management

0
1 Vote

Deadline reminder alerts or emails to avoid missed deadlines

It would be beneficial if say the job partner or manager were reminded of upcoming deadlines where the job is not complete for Companies House and HMRC due dates for accounts and CT. At present you we need to go in and gerate the reports ourselves...

Created 1 Jun 08:30am by Naomi

IRIS Accountancy Suite / Practice Management

0
1 Vote

Link AML with New Client in Iris Suite

No description provided

Created 13 May 02:49pm by Guest

IRIS Accountancy Suite / Practice Management

2