Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Fees report to extract matching information in more detail

I am currently able to run a posting list which tells me the amount of a receipt that has been matched to a bill. Could this be expanded so it can show what bill it has been matched against please, not just the amount.

Created 11 May 12:22 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Automatic upload of autobilled invoices to IRIS Openspace

It would be useful if invoices which were generated from IRIS Fees via the autobilling function could be automatically uploaded to the respective clients IRIS Openspace account. Currently you have to post the invoice to the ledger, log the invoice...

Created 18 Aug 10:56 by Jake Doughty

IRIS Accountancy Suite / Time & Fees

0
1 Vote

To be able to upload various timesheets into Iris Time from an Excel Spreadsheet

Our company wastes hours every week submitting a timesheet for each employee based on a timesheet they send to us so this would save hours of work and make it much more efficient. We could develop a template for uploading and then employees would ...

Created 28 Jul 15:55 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

IRIS - General Expenses - Bring back total of expenses posted

It would be a lot better/useful to bring back the total of expenses posted rather than how many expenses you have posted, therefore you wouldn't have to check reports after to ensure you have posted the correct amount

Created 10 Jul 10:34 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Request to modify the columns on the Billing Decision report.

Hi, We’re needing some additional information showing on the Billing Decision reports, specifically, the Charge Rate identifier. Reason? We’re using a fixed rate for a selection of Job Types (staff chooses a different charge rate identifier when p...

Created 02 Jul 08:55 by Neil Myers

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Need to be able to report on which clients have had the "Send Statement" unticked.

At the moment we have to keep a manual records of those clients to whom we don't want to send fee statements and manually check them each month before the statement run to make sure we don't inadvertently post/e-mail the document and upset the client

Created 29 May 08:09 by Steve Terry

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Time sheet automatically updated from Staff Planning

When a job/ activity is allocated to an individual on Staff planning can this amount of time be automatically allocated to that individual's time sheet. I.e annual leave. This feature already exists but is limited to public holidays.

Created 06 Feb 11:45 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

GIFT AID DONATIONS

Where clients pay by monthly STO/DD could you not have a field so that the entry is entered once and repeats? All number of payments in year with start or end date field useful

Created 16 Jan 09:02 by Ian Wolfson

IRIS Accountancy Suite / Time & Fees

1
1 Vote

Include fee reversals in Export postings to CSV

Export postings to CSV is an essential function if you want to use the IRIS Fees ledger and comply with MTD. However it ignores fee reversals. This is not a problem if the fee is reversed in the month in which it is raised, but if it is reversed i...

Created 13 Jan 09:35 by Martin Clay

IRIS Accountancy Suite / Time & Fees

0
1 Vote

IRIS Fee's - debt list which shows the outstanding invoices in more detail

Useful, as it show would show aged debt and current debt (for example if an invoice is over 30 days and needs chasing) separately, rather than all amounts due in one go. Would save time checking what is due and ensuring you don't chase the client ...

Created 09 Jan 10:19 by Guest

IRIS Accountancy Suite / Time & Fees

0