Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
7 Vote

Ability to log and track claims and elections

The ability to log and track claims and elections directly within Business Tax.

Created 18 Dec 10:21 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

1
2 Vote

Record civil partnerships in IRIS Practice Management

Currently, there is nowhere to record if a client is in a civil partnership. Please add this as civil partnerships attract certain tax reliefs on the same basis as marriages. The current workaround is to record a client in a civil partnership as b...

Created 24 Nov 11:43 by Guest

IRIS Accountancy Suite / Practice Management

2 Already exists
1 Vote

Add password option when generating PDF

The option to encrypt PDF with the password to open the file would be great addition.

Created 22 Nov 14:46 by Tomasz Kardasz

IRIS Accountancy Suite

0
5 Vote

Running total on posting disbursements/expenses on Time

This has been removed following an update. If you are not uploading a CSV file, and are manually posting, it is useful to see a running total as a cross check to your paper work. Can we have it back!

Created 25 Oct 07:43 by Lisa Linford

IRIS Accountancy Suite / Time & Fees

1
6 Vote

In personal tax have a tax liability to be coded out next year automatically entered in next year

In Personal Tax when you apply for a client's tax liability to be coded out for the next year, the details are not automatically entered into next years workings. I have to check last year's tax computations to re-enter the information for next year.

Created 16 Oct 09:12 by Brittany Draper

IRIS Accountancy Suite / Personal Tax

1
1 Vote

Change surname of shareholder (non PSC or director) and file 'voluntary' CS01 with full shareholder list

Although I appreciate Company Secretarial CS01s would ordinarily only attach a members list to a CS01 as a result of a change in shares during the year, it may be worth considering allowing a shareholders list to be attached voluntarily to a CS01 ...

Created 16 Nov 12:29 by Guest

IRIS Accountancy Suite / Company Secretarial

0
6 Vote

Ability to have more classes of address

Although there are the standard address types - Main, Billing, Registered and SAIL, it would be useful to have an additional address for mail delivery. We have a few clients who have registered office with us, have a business unit but wish their p...

Created 06 Oct 10:11 by Guest

IRIS Accountancy Suite / Core

0
6 Vote

Classes of Share Capital Allowed

HI There At present you can only have 3 classes of shares without having to then add a freeform note for the company share capital. Can this not be increased to handle up to say 10 share classes please. Thank you

Created 29 Aug 11:36 by Guest

IRIS Accountancy Suite

1 Already exists
1 Vote

Datamine clients unticked for statements

Once a client has been unticked for statements, unless we keep a manual list of them, it is difficult to know which clients they are. Sometimes we untick a client for a couple of statement runs.

Created 09 Nov 11:01 by Guest

IRIS Accountancy Suite / Time & Fees

0