Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Select the template as the invoices are run in IRIS Fees (HW)

In IRIS Fees in Reports | Client documents add the option to select which Fees Template to use, and the staff member who entered the invoices to minimise the number of documents generated. For example, at the month end all the auto invoices are ru...

Created 06 Jan 12:07 by Ros Campbell

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Ability to alter statement options when producing statement from invoice view

If I use the invoices view and Print option to produce a statement, the statement is produced without the option to change settings and it seems to default to the end of the last month – e.g. just shows a b/fwd balance at say end of last month ins...

Created 06 Oct 11:15 by Rod Podger

IRIS Accountancy Suite / Time & Fees

0
2 Vote

Timesheet reminder

I am fed up of always hassling staff to post their timesheets. It would be great to be able to set up a reminder in the form of an inconvenient popup that keeps appearing every 5 minutes reminding them to post their overdue timesheet.

Created 23 Aug 08:56 by Guest

IRIS Accountancy Suite / Time & Fees

1
1 Vote

Invoice reference 2 could be better used

There is a second reference field when posting invoices which we use to enhance the invoice number by defining what it the invoice is for like ACC21 / PAYQ4 / BKSEPT21 etc. but we can't add it to the VAT receipt template, or the statement template...

Created 23 Sep 11:59 by Sue Bolwell

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Allow bulk email of invoices to one email address

Forward all invoices to an invoice automation software like dext

Created 03 Aug 13:49 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Allow data integration with Xero

Allow client details and invoices to be pushed to xero

Created 03 Aug 13:48 by Guest

IRIS Accountancy Suite / Time & Fees

1
1 Vote

Report of Receipts in a given month

It would be useful to have the function of running a report each month of receipts and the invoice numbers they have been matched to to enable the extraction to other software.

Created 15 Jul 10:10 by Debbie Wildin

IRIS Accountancy Suite / Time & Fees

3
1 Vote

WIP Month End reporting

We regularly experience difficulties in running month-end / quarter-end reports in time and fees when the month-end falls mid-week. Today for example (30th June) is our month-end but if I run a WIP balance report this will only show time that has ...

Created 30 Jun 16:27 by Mark Southgate

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Automatically match fee postings to historical invoices

We have a system where clients pay by a monthly standing order and our payment date is 15th Monthly as standard. So on the 15th of the month we have many many pages of bankings to input into IRIS. We are now trying to import the csv file from the ...

Created 21 May 15:50 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Allow invoices to integrate to payment software

More clients wish to pay fees online/via internet banking/card. Please can invoice templates be updated to allow payment portal links to be imbedded e.g. apple pay etc. where the client can use face / fingerprint recognition to authorize card paym...

Created 11 May 12:25 by Guest

IRIS Accountancy Suite / Time & Fees

0