Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

8 Vote

Where accounting period or comparative period is not 12 months the reports need to be able to disclose the period so it is not misleading to reader of accounts

No description provided

Created 28 Apr 09:16 by Guest

Taxfiler / Accounts

0
8 Vote

The ability to change the status of a set of accounts to Accepted by CH where they have been filed on paper

By having a drop down for this change of status

Created 07 Apr 14:51 by Trevor Blackmur

Taxfiler / Accounts

2 Will not implement
10 Vote

Permissions for Clients on Openspace

If there are multiple people within an organisation which need to receive documents for approval from us, but we need to restrict who can see what else has been uploaded on openspace. For example Director who needs to approve a document on behalf ...

Created 15 Apr 16:08 by Jonathan Hall

IRIS OpenSpace (archived)

5
1 Vote

Link main contacts via the Contacts Tab without requiring a shared address to connect them

Emails and numbers need to be linked to individual records with a way to specify the type of contact (i.e. main/billing plus things like secretary/bookkeeper/signatory or a free text field) and allow these to be cross linked across different recor...

Created 07 Jun 11:01 by Lexi Dew

IRIS Accountancy Suite / Core

0
5 Vote

A new line on the trail balance page to enable dividends received to be listed as well as dividends paid.

When preparing accounts for a holding company which receives tax free dividend income from its subsidiary companies, it is currently impossible to also show the dividends paid to the shareholders of the Holding Company in the balance sheet section...

Created 21 Jun 13:21 by Guest

Taxfiler / Accounts

0
2 Vote

Auto file of accounts submission receipt into Docs.

Currently the accounts document saves but the submission receipt doesn't and has to be saved to a folder or desktop then file and save into Docs.

Created 01 Dec 08:17 by Nichola Tunstall

IRIS Accountancy Suite / Accounts Production

0
13 Vote

Automatically add invoice numbers to the item descriptions on invoices logged in communications

When an invoice document is created and logged in IRIS communications, rather than just the generic “Invoice” wording on the description, adding the invoice number to identify one invoice from another would help. (e.g. “Invoice 12345” instead of j...

Created 20 Jun 18:55 by Guest

IRIS Accountancy Suite / Core

1
14 Vote

Ability to switch from one tax year to another whilst in a data entry screen

Functionality to switch from one tax year to another whilst remaining in the same data entry screen. This would allow the user to compare values entered for the same source from one year to the next and make entries if applicable without having to...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
9 Vote

Currency reports

Clients with non UK subsidiaries require reports in the currency of the subsidiary, it would be useful to have an option to select the currency for reports.

Created 19 May 10:04 by Wendy Relph

Taxfiler / Accounts

0
3 Vote

Prompt to update job stage assignee when change is made to Job Partner/manager/assignee

Currently if a job partner/job manager/job assignee is changed, it does not update the job stage assignees after this. You have to go into the job, assignments and clear and allocate for it to update. Can the system show a prompt when the job mana...

Created 23 May 13:55 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0