Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Datamine clients unticked for statements

Once a client has been unticked for statements, unless we keep a manual list of them, it is difficult to know which clients they are. Sometimes we untick a client for a couple of statement runs.

Created 09 Nov 11:01 by Guest

IRIS Accountancy Suite / Time & Fees

0
5 Vote

Running total on posting disbursements/expenses on Time

This has been removed following an update. If you are not uploading a CSV file, and are manually posting, it is useful to see a running total as a cross check to your paper work. Can we have it back!

Created 25 Oct 07:43 by Lisa Linford

IRIS Accountancy Suite / Time & Fees

1
2 Vote

Disbursements on fee notes

We would like to be able to show disbursements on fee notes , separate from the fee itself. This would let clients see easily what is being charged and our invoices would be better laid out for VAT purposes. I understand there are currently no tag...

Created 18 May 13:08 by alison irwin

IRIS Accountancy Suite / Time & Fees

1
4 Vote

New user permission to stop users from posting WIP Write Off's.

Currently, there are no individual permissions to stop users from posting WIP Write Off's. Could you add a permission that stops users from posting WIP Write offs

Created 18 Jan 10:04 by Paul Onions

IRIS Accountancy Suite / Time & Fees

0
4 Vote

Allow practice to choose lock dates for Time & Fee periods instead of the current restrictions

Sometimes it helps to be able to correct postings that may be more than the current open periods that are allowed. Just like cloud book keeping software, why not allow people (with appropriate permissions) to unlock periods if needed and set lock ...

Created 20 Jun 19:16 by Guest

IRIS Accountancy Suite / Time & Fees

0
4 Vote

Transfer client ownership between Partners without losing historical reporting totals for the previous partner

Currently there is no way to transfer a client between two partners without all of the historical billing/WIP data now showing as being in the new partners figures, instead of the old partner. Adding the ability to change the partner and give a da...

Created 20 Jun 19:01 by Guest

IRIS Accountancy Suite / Core / Time & Fees

0
2 Vote

Ability to write off time by staff member

When a member of staff leaves there can be a significant amount of old WIP that should have been cleared off as unbillable across a large number of clients. It would be really useful to be able to write off time by staff member, rather than client...

Created 13 May 12:49 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Export postings to CSV function to include Client Categories

In order to import into other software by Client Categories

Created 25 Jan 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Date prompt when entering Receipts

It would be great if iris prompted you if a date entered was outside the current period like it does when raising invoices. This would avoid corrections

Created 09 Jan 10:25 by Debbie Wildin

IRIS Accountancy Suite / Time & Fees

0
3 Vote

Billing decisions direct from WIP tab

It would be useful to be able to print billing decisions directly from the WIP tab rather than having to do this via the time ledger.

Created 16 Oct 14:33 by Guest

IRIS Accountancy Suite / Time & Fees

1