Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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

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
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
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
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
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

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
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

Filter by status

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Detailed report for trust returns

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

Trusts: unaudited financial statements and annual report for trustees

Option to Add New Clients to OpenSpace

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

Searching for documents in Iris client communications tab

The ability to delete invoices from OpenSpace

To allow more characters in the salutation box under contacts

A multiple year trial balance that you can drill down into

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

Detailed report for trust returns

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

Trusts: unaudited financial statements and annual report for trustees

Option to Add New Clients to OpenSpace

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

Searching for documents in Iris client communications tab

The ability to delete invoices from OpenSpace

To allow more characters in the salutation box under contacts

A multiple year trial balance that you can drill down into

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