Customer feedback & Ideas for IRIS

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

7 Vote

If a client does not approve a document on OpenSpace and there is a need to re-send for the approval. It would be handy for it to note the date the approval was originally requested.

The client often doesn’t approve the documents so I need to send a reminder. When you re-send the approval request it only shows the current date, not the previous date you asked for approval. I would like to be able to see a trail of when I reque...

Created 23 Jan 12:27 by Guest

IRIS OpenSpace (archived)

3 Planned

10 Vote

Import of shareholdings into personal tax

When you create a new ltd co in iris the directorship details automatically appear for the director in personal tax, it would be really useful if the details of his shareholdings could also automatically come through to personal tax. At the moment...

Created 15 Oct 10:52 by Nikki Drake

IRIS Accountancy Suite / Personal Tax

1

10 Vote

Club and Association Accounts

Add format for clubs and associations

Created 20 Sep 21:42 by Alison Ford

Keytime Suite

0

7 Vote

Add "Accepted by Companies House" to Accounts status when accepted by Companies House

It will enable quick confirmation that the accounts have been accepted by CH on the home screen. Particularly necessary as CH can take a while to accept and sometimes there is an issue. This function is on CT600, not sure why it's not on Accounts ...

Created 07 Aug 08:59 by Guest

Taxfiler / Accounts

2 Planned

10 Vote

We would like a back button availiable when completing a client search

Currently when searching for a client, you have to complete an entire new search rather than being able to go back.

Created 24 Aug 09:56 by Guest

IRIS OpenSpace (archived)

6

7 Vote

Download accounts and detailed Balance Sheet in one single download and pdf re FRS 105 Accs

Standard BS in FRS 105 is next to meaningless. Being able to send the detailed BS as well in the same pdf download would help (the one that's marked "working papers". BUT, make it balance first please. It excludes LT creditors too.

Created 29 Jun 12:30 by Clive Farquhar

Taxfiler / Accounts

0

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

Add detailed balance sheet to FRS102

Extend Auditor Address field

View Diary for One Year

If a client does not approve a document on OpenSpace and there is a need to re-send for the approval. It would be handy for it to note the date the approval was originally requested.

Import of shareholdings into personal tax

Club and Association Accounts

Add "Accepted by Companies House" to Accounts status when accepted by Companies House

We would like a back button availiable when completing a client search

Download accounts and detailed Balance Sheet in one single download and pdf re FRS 105 Accs

Filter by status

Filter by category

Identify yourself with your email address

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

Add detailed balance sheet to FRS102

Extend Auditor Address field

View Diary for One Year

If a client does not approve a document on OpenSpace and there is a need to re-send for the approval. It would be handy for it to note the date the approval was originally requested.

Import of shareholdings into personal tax

Club and Association Accounts

Add "Accepted by Companies House" to Accounts status when accepted by Companies House

We would like a back button availiable when completing a client search

Download accounts and detailed Balance Sheet in one single download and pdf re FRS 105 Accs