Customer feedback & Ideas for IRIS
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Add Alternative Agent to Datamining in IRIS Practice Management
This would make it much easier to identify clients who are attached to an alternative set of agent credentials for filing to HMRC / CH.
Created 26 Sep 10:02 by Andrew Love
IRIS Accountancy Suite / Practice Management
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1
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Add "Alternative Agent" ID to Datamining
This will allow easier identification of clients using alternative filing credentials.
Created 26 Sep 09:57 by Andrew Love
IRIS Accountancy Suite / Practice Management
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1
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The ability to add more than 14 categories.
Within Practice Management, it would be useful to have the ability to create more categories.
Created 24 Aug 10:00 by Guest
IRIS Accountancy Suite / Practice Management
0
1
Vote
Bulk Delete: ability to filter on different fields, I.e attributes
atbthe moment when a client ceases to be a client the client ID is prefixed with a Z and an attribute added for the year. Within the new bulk delete it would be really useful to be able to filter based on that attribute
Created 20 Jun 09:46 by Richard Graham
IRIS Accountancy Suite / Practice Management
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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 15:29 by Dave Mowbray
IRIS Accountancy Suite / Practice Management
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0
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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 05 Oct 07:50 by Guest
IRIS Accountancy Suite / Practice Management
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