Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

10 Vote

Ability to block reversals of fees in previous years/periods

Just established someone has reversed a fee from a previous year/period. Don't understand why that is possile if a period / year has been closed. Thankfully they told us , otherwise our date driven reports would now be incorrect.

Created 20 May 11:18 by Guest

IRIS Accountancy Suite / Time & Fees

0
28 Vote

Ability to delete fees postings instead of reversing, or the ability to delete/correct fee postings and reversals

Sometimes fees and then reversals are misposted (getting dates or periods wrong). Allow users (with given permissions) to just delete or correct a fee posting or reversal when it has been misposted.

Created 20 Jun 19:13 by Guest

IRIS Accountancy Suite / Time & Fees

2
11 Vote

Improved Email system

Please add the ability to email direct from Fees Statements using the results of a datamined list. The present system is ludicrous - we end up manipulating an excel sheet to generate Client ID's 50 at a time using a datmined criteria. Also could t...

Created 14 Nov 14:35 by Guest

IRIS Accountancy Suite / Time & Fees

0
4 Vote

Import Invoices via CSV

The ability to import a batch of invoices into IRIS Fees via CSV instead of having to manually input each invoice that we prepare manually and send out. There is an option to import receipts so why not invoices?

Created 04 Jan 16:24 by Guest

IRIS Accountancy Suite / Time & Fees

0
9 Vote

Give practice the option of setting Time and Fees to automatically choose the period based on the date

There is currently the risk of posting something with a date that isn’t in the period (which I understand some practices actually want to do?). For others, making sure you don’t end up with discrepancies between period totals and date totals, allo...

Created 20 Jun 19:09 by Guest

IRIS Accountancy Suite / Time & Fees

1
1 Vote

Billing decisions - ability to select more than 1 job (but not all) when running billing decisions report

When reviewing time and generating bills need to be able restrict it to the jobs that department is responsible for billing, rather than running multiple reports

Created 25 Jan 10:09 by Guest

IRIS Accountancy Suite / Time & Fees

0
6 Vote

Billings - Ability to bill multiple clients, bulk run

Raise bulk invoices for the same job type. At present we have to raise invoices one buy one for say Confirmation Statement service. This can result in raising 000s of invoices each month individually. Better option would be if we are able to chose...

Created 02 Mar 23:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
4 Vote

Modernise the fees module to enable emailing of invoices direct

The current fees module is antiquated in comparison to Quickbooks, Xero or Sage all of which allow the generation and emailing of invoices direct from the sales ledger- would revolutionise billing of say confirmation statement fees and/or sending ...

Created 30 May 08:48 by colin Truscott

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Allow reports to reflect last date of WIP

when running any report or data mine it appears you can select last invoice date fine, but not last WIP date. this helps to clear old accounts

Created 28 Nov 14:54 by Guest

IRIS Accountancy Suite / Time & Fees

0
5 Vote

Increase the number of interim invoices on an IRIS time account from 30

Currently as the 31st interim invoice is posted to a Time Account the system will convert it to a final invoice and finalise all the previous interims which is not wanted. For example, if you have a client who has 3 direct debits set up for the ...

Created 27 Jan 09:13 by Ros Campbell

IRIS Accountancy Suite / Time & Fees

1