Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

9 Vote

Pension Tapering Allowance

Would be useful to have page that helps with the calculation and input of pension contributions and the tapering allowance referencing high earners

Created 27 Nov 10:39 by Guest

Taxfiler

1
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
1 Vote

Option for Members Share Register without Share certificate Number or Distinct Share Numbers

The problem we have is that when we get new clients, we don't know the distinct share numbers and very often the certificate numbers. IRIS allocating this is OK but as it many be incorrect we do not want to show this on the register.

Created 20 May 13:50 by Guest

IRIS Accountancy Suite / Company Secretarial

0
1 Vote

Searching for documents in Iris client communications tab

Would be so useful if you could enter the date range at the beginning of a search in the client's Iris comms tab. Rather than waiting for a list of documents to load based on a prepopulated date range, then changing to your specific date range, th...

Created 20 May 11:25 by Guest

IRIS Accountancy Suite / Practice Management

0
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
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
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
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
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