Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

To allow more characters in the salutation box under contacts

The current character limit on salutations in the contact tab of PM is 20 characters. We have had numerous occasions where this would have been helpful if it was longer. Please can we make this longer??

Created 08 Nov 14:59 by Guest

IRIS Accountancy Suite / Practice Management

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
8 Vote

SA100: Data entry for current tax year, e.g. capital gains, dividend income

To enable real-time date entry of taxable events from 6th April each year.

Created 05 Nov 16:25 by Steve Coates

Taxfiler

1
9 Vote

Detailed report for trust returns

Ability to print the detailed entry report for trust returns.

Created 04 May 15:26 by Paul Dix

Taxfiler

4
8 Vote

Trusts: unaudited financial statements and annual report for trustees

No description provided

Created 27 Oct 15:43 by Guest

Taxfiler / Accounts

1
12 Vote

Option to Add New Clients to OpenSpace

When creating new clients in Practice Manager prompt user to also create OpenSpace account. Software will automatically add to OpenSpace if answer is yes.

Created 20 Sep 21:32 by Alison Ford

Keytime Suite

1
11 Vote

The ability to delete invoices from OpenSpace

Will assist in keeping memory usage down and also the ability to keep the system tidy and delete clients

Created 25 Feb 13:29 by Guest

IRIS OpenSpace (archived)

9 Planned
9 Vote

A multiple year trial balance that you can drill down into

Makes it easier to compare the movements in the expenses when they're made up of several items

Created 28 Feb 12:50 by Guest

IRIS Accountancy Suite

2
13 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
12 Vote

Store default approval wording for different documents AND save wording templates for custom approvals

We currently keep our own document of approval wording depending on the document we need approval for that we have to copy and paste into custom approval section when requesting approval. The ability to set a default wording based on the document ...

Created 20 Jun 19:36 by Guest

IRIS OpenSpace (archived)

1 Planned

Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Suggest & prioritise ideas for our customer-driven roadmap

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To allow more characters in the salutation box under contacts

Currency reports

SA100: Data entry for current tax year, e.g. capital gains, dividend income

Detailed report for trust returns

Trusts: unaudited financial statements and annual report for trustees

Option to Add New Clients to OpenSpace

The ability to delete invoices from OpenSpace

A multiple year trial balance that you can drill down into

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

Store default approval wording for different documents AND save wording templates for custom approvals

Filter by status

Filter by category

Identify yourself with your email address

To allow more characters in the salutation box under contacts

Currency reports

SA100: Data entry for current tax year, e.g. capital gains, dividend income

Detailed report for trust returns

Trusts: unaudited financial statements and annual report for trustees

Option to Add New Clients to OpenSpace

The ability to delete invoices from OpenSpace

A multiple year trial balance that you can drill down into

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

Store default approval wording for different documents AND save wording templates for custom approvals