Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

9 Vote

Form communication tracking

Because of other limitations it’s bizarre that the Communication Tracking log of the form details can only be saved prior to any XML edits have been made and so there’s no way to log a record of the actual form that ends up being submitted to CH.

Created 16 Feb 10:42 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial / Practice Management

0
3 Vote

Option to select Civil Partnership instead of Marriage

There is no way to mark clients in a Civil Partnership only to add a Marriage date which client object to as they are in a Civil Partnership not Married. Can this be added to the Marriages screen.

Created 15 Jan 10:08 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

1
3 Vote

Spilt Group permissions for Basic Client Database

Setting Basic Client Database to Read Only locks down too much all in one go can this be split out to add to the privileges for each tab or section. For example setting the above to read only locks basic, address, tax and categories tab but we wou...

Created 22 Sep 10:41 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
2 Vote

Statutory deadlines for all AP jobs

Iris currently automatically adds the statutory deadline for Ltd companies AP jobs but doesn't do this for Unincorporated Charities, partnerships or Sole Trades. Registered Charities do have to file accounts with the Charities Commission so a stat...

Created 11 Jan 14:29 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
3 Vote

Prompt to update job stage assignee when change is made to Job Partner/manager/assignee

Currently if a job partner/job manager/job assignee is changed, it does not update the job stage assignees after this. You have to go into the job, assignments and clear and allocate for it to update. Can the system show a prompt when the job mana...

Created 23 May 13:55 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
1 Vote

Searching for documents in Iris client communications tab

Would be so useful if you could enter the date range at the beginning of a search in the client's Iris comms tab. Rather than waiting for a list of documents to load based on a prepopulated date range, then changing to your specific date range, th...

Created 20 May 11:25 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

To allow more characters in the salutation box under contacts

The current character limit on salutations in the contact tab of PM is 20 characters. We have had numerous occasions where this would have been helpful if it was longer. Please can we make this longer??

Created 08 Nov 14:59 by Guest

IRIS Accountancy Suite / Practice Management

0
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 06 Aug 12:51 by Martin Greig

IRIS Accountancy Suite / Practice Management

0
5 Vote

Select multiple email addresses when sending a client an email

Currently when I go to send a document to a client via email, I can only select 1 email address from the client record. If I want to send the same document to other email addresses belonging to that client, I have to start from scratch each time. ...

Created 22 Feb 10:09 by Ben Webb

IRIS Accountancy Suite / Practice Management

0
9 Vote

Enable an option for email address/phone numbers to be copied over when a new address is entered for a client.

As phone numbers and email addresses more often than not do not change when a client moves home or business address, it would be very helpful if there could be an option to copy over these contact details from the old address to the new address at...

Created 20 Sep 16:20 by Guest

IRIS Accountancy Suite / Practice Management

0