Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

2. When emails are sent out using email facility in IRIS - can client reference automatically be put in subject so easy to find when client replies

No description provided

Created 22 Jul 10:21 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

New field in database for Date of last Engagement Letter

For those of us that do not issue Engagement Letters from IRIS Automail, being able to use datamining to list clients showing the date of the latest Engagement Letter would be very useful to track which ones need to be reviewed and maybe re-issued...

Created 08 Jun 09:30 by George Coleman

IRIS Accountancy Suite / Automail / Practice Management

0
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 14:07 by Ben Webb

IRIS Accountancy Suite / Practice Management

0
2 Vote

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

This would hugely improve the usability of OpenSpace for uploading Corporation Tax packages to client. As present CT comps are added to Communications in a HTML format. It would be useful to be able to either produce these in a PDF format (like th...

Created 26 Feb 11:50 by Anonymous

IRIS Accountancy Suite / Practice Management

0
2 Vote

Notes tab on client maintenance should be visible without having Practice Management open

The 'Notes' tab on client maintenance should be visible without having Practice Management open. It means everyone can view notes without needing a Practice Management license free. I can't see that there would be a significant, specific link to P...

Created 21 Nov 16:06 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 11:47 by Guest

IRIS Accountancy Suite / Practice Management

1
1 Vote

Allow integration with PowerBI

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

Created 03 Aug 13:48 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 09:14 by Guest

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 08 Jun 09:20 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 01 Jun 08:30 by Naomi

IRIS Accountancy Suite / Practice Management

0