Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

Track holidays in Staff Planning

To include a column on the reports to track the holidays taken by staff

Created 10 Feb 08:20 by katrina smith

IRIS Accountancy Suite / Core

0
3 Vote

reinstate the search by telephone number

Please reinstate the search of clients by telephone number

Created 17 Jul 13:27 by Guest

IRIS Accountancy Suite / Core

0
3 Vote

Report to extract client telephone numbers into CSV or Excel

We would like to be able to extract our client names and telephone numbers into a CSV or Excel file. This is so that we can import them to our telephone system so it can look up the name of who is calling us. At the moment we can only extract the...

Created 10 Jan 11:49 by Chris Trevor

IRIS Accountancy Suite / Core

0
3 Vote

New data field for website address

In Time & Fees, at the moment the "numbers" area within the "address" tab has provision for eight phone numbers and eight email addresses. I guess it is possible that eight of each might be wanted by some clients possibly? But it would be hel...

Created 12 Dec 14:38 by David Price

IRIS Accountancy Suite / Core

3
2 Vote

Bulk set Client Termination Date via Data Mining

Recently the Termination Date category was added to Iris for us to mark when a client becomes an Ex Client. As we have a large number of Ex clients on our system that we have been dealing with in other ways, it would be really useful if we had a w...

Created 23 Sep 14:47 by Andy Brewood

IRIS Accountancy Suite / Core

0
1 Vote

"Is partner of the firm" to be accessible by either staff privilege or group permission

Currently any user who's group permission for "Staff members and groups" is set to either Full Access or Restricted access is able to select the option "Is partner of the firm". I would like to be able to have the option greyed out unless the staf...

Created 24 Aug 09:22 by Satinder Dhanda

IRIS Accountancy Suite / Core

0
2 Vote

The ability to be able to enter a client terminated date in bulk.

This would be helpful to make sure that ex clients who left before this feature was added to Iris, can also be included and have a date entered in the terminated date box.

Created 22 Apr 14:24 by Guest

IRIS Accountancy Suite / Core

0
2 Vote

Client manager visible in search mode

It would be really useful if we could see the Client Manager and Client Category in the main search drop down list. Currently we have to go into each client to see who deals with what client when taking phone calls and for post but if it were visi...

Created 17 Jan 12:11 by Guest

IRIS Accountancy Suite / Core

0
1 Vote

Adding correspondence address

We have a client who wants her personal correspondence to go to the company address rather than her home address. It seems that the best option we have is to change the address to the company address every time we send the client a letter and then...

Created 30 Mar 07:21 by Phil Colver

IRIS Accountancy Suite / Core

0