Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

3 year job repeat to allow us to set the Declaration of compliance jobs re pensions on PM

as part of Pension compliance/payroll each client with a pension now needs to complete a Declaration of compliance re pensions where staff can choose to again opt in or out of the pension, this is not optional and the fines for missing these decla...

Created 02 Jul 09:50 by Guest

IRIS Accountancy Suite / Practice Management

1
1 Vote

Greater selection of more job stages for auto completion being allowed

Junior staff are assigned preliminary tasks, i.e. requesting books, checking they have been received etc. Often several stages are completed at one time, they mark the final stage complete but it leaves all preceding steps in their job stages, lea...

Created 26 Jun 12:59 by David Jackson

IRIS Accountancy Suite / Practice Management

0
1 Vote

More options in Configure ListView Control

It would be useful to be able to select more options, such as 'statutory deadline' and 'client service notes' in the Job Stages screen. This would help to see notes that have been added to the service, for example 'Kashflow client' or 'we do VAT' ...

Created 18 Feb 12:03 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
1 Vote

bulk delete a service for numerous clients

we accidentally clicked the bridge button whilst in job planning and it re-assigned the personal tax service to all clients that didn't have the service. this include all ex-client and potential clients that didn't need the service. this was over ...

Created 29 Jan 11:14 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Group Task

To set up a task that will be assigned to a department or group where everyone is notified that is in that group or department rather than have to input each individual user.

Created 07 Jan 11:43 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Datamining to enable users to search for all personal tax clients that are also directors of companies.

I would like to be able to run a report that will show me all clients on Iris who are set up for personal tax returns that are also directors/partners of businesses stored on our Iris database. e.g. Joe Bloggs is a Director of Bloggs Ltd who nee...

Created 29 Nov 14:04 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Add ‘client manager’ as a field in task browser

In the task browser or the staff control panel tasks tab I would like to be able to see who the client managers are of the clients that i have tasks for. This would involve adding ‘client manager’ as a field to the configure listview control. At t...

Created 12 Sep 14:25 by Guest

IRIS Accountancy Suite / Practice Management

1
1 Vote

Increase selection limit in IRIS PM Workflow reports - e.g. can only select 10 job assignees

The workflow reporting is very restrictive at the moment as each field in the Selection tab can only be filtered to select 10 items. We operate across three offices in Scotland and so our managers need to run reports on their staff, but cannot sel...

Created 12 Jul 09:29 by Matthew MacInnes

IRIS Accountancy Suite / Practice Management

0
1 Vote

Share email address and telephone numbers with contacts that are already clients

For example, LTD company client, you want to set up the director as a contact via the contacts tab. IRIS allows you to 'share' the pre-existing director as a contact (you can type in his/her client reference and search in the database). even if th...

Created 11 Mar 18:00 by Louis Evangelou

IRIS Accountancy Suite / Practice Management

0
1 Vote

Shareholder Search

Please would you develop the search function in company secretarial and/or data mining whereby you can look up 1 company's shareholdings in all the others you have on the system.

Created 05 Mar 11:02 by Guest

IRIS Accountancy Suite / Company Secretarial / Practice Management

0