Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
7 Vote

Non-cash payments for shares

Request to record that shares have been paid for using anything other than cash (i.e shares/services/non-cash) Guidance from Companies House's website: " Payment for shares in a private company can be in a variety of ways including cash, goods...

Created 31 Jan 16:16 by Alex John

IRIS Accountancy Suite / Company Secretarial

1
6 Vote

To be able to enter dividends and it would automatically go to the other shareholder where there are joint holdings

In the interest section if you put interest in and it is assigned jointly to another person it automatically enters their share on their records. Why can't we do this in the dividend section?

Created 11 Jan 15:39 by Guest

IRIS Accountancy Suite / Personal Tax

0
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

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
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
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
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
1 Vote

Add statutory deadline date to automail tag selection options

When using Automail to chase clients for year end records it would be very useful to be able to add the statutory deadline date a a tag without having to enter this manually. As new companies have a different deadline to the month end.

Created 27 Oct 09:05 by Michelle Morton

IRIS Accountancy Suite / Automail

0