Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Permission to stop staff amending automail letters

Currently anyone can open automail templates and amend as they see fit. Can a permission be made to prevent this or even once a template is made it is a read only template so if you amend it the changes won't save or overwrite to the original temp...

Created 13 Nov 13:56 by Karen Crowley

IRIS Accountancy Suite / Automail

0
1 Vote

More AutoMail tags connected to VAT Filer

At the moment, only the net payable figure is retrievable. Surely we should be able to pull up other information related to an obligation period. All fields in the following 3 database tables are a must: itb_VATPeriodInformation ,[ClientNo] ...

Created 19 Jul 22:49 by Louis Evangelou

IRIS Accountancy Suite / Automail

0
1 Vote

Engagement letter reports to include all clients

Currently you can only run an engagement letter report for Personal Tax Clients which states when a letter was sent and when it was returned. It would be helpful if this option was available for all clients. With the integration of Automail and Op...

Created 23 May 10:30 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Template to combine sole trader accounts with personal tax identifier fields

We usually send out sole trader accounts with details of their personal tax liabilities. The template we can use for personal tax will not correlate with the sole trader accounts status as sole trader is not a separate entity, it is the same as a ...

Created 30 Apr 08:29 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Automail - Adjusting the letter date

It would be really useful to be able to adjust the letter mailing date on automail so we can print letters in advance. I've spoken to your help desk and they said this isn't something you do at the moment but agree it would be a useful feature. Ju...

Created 03 Jan 16:50 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

The facility to pull through an attribute to an automail template.

It would be useful to be able to pull through an attribute into an automail template.

Created 24 Aug 10:40 by Guest

IRIS Accountancy Suite / Automail

1
1 Vote

Being able to pull through a logged on member of staffs email through to an automail template

We can input the email address on staff maintenance but there is currently no tag availiable to select to be able to pull through an email address of the logged on staff member.

Created 24 Aug 10:39 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

We would like to be able to pull job profiles/stages information through to Automail templates.

It would be useful to be able to pull job/profiles and information through to Automail templates.

Created 24 Aug 10:08 by Guest

IRIS Accountancy Suite / Automail

0