Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Should be able to set an agents email address that pulls through for all clients rather than entering them individually.

There should be a way to set the agents email address such that the email address for the agent applies to all clients and any new clients. Currently, when filing confirmation statements, we are having to enter the email address for each client.

Created 14 Mar 14:41 by Guest

IRIS Accountancy Suite / Company Secretarial

1
6 Vote

Taxfiler licence that covers job management only

Make a special licence available to cover job management only (rather than a full Taxfiler licence), useful for members of staff that complete non-Taxfiler jobs, e.g. payroll

Created 16 Mar 18:18 by Alison Ford

Taxfiler

0
5 Vote

Electronic signatures

It would be useful to be able to add electronic singatures (.png file or similar) to the accounts via IRIS, perhaps via the datascreens. Particularly for the signature on the accountants report.

Created 24 Dec 11:03 by Guest

IRIS Accountancy Suite / Accounts Production

1
6 Vote

Billings - Ability to bill multiple clients, bulk run

Raise bulk invoices for the same job type. At present we have to raise invoices one buy one for say Confirmation Statement service. This can result in raising 000s of invoices each month individually. Better option would be if we are able to chose...

Created 02 Mar 23:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
2 Vote

Let Users mark Tasks as Unread

Once you open a task it shows as read and this cannot be turned back to unread as you can do in all email programs. This would assist people in managing their task lists

Created 18 May 13:07 by Chris Pratt

IRIS Accountancy Suite / Practice Management

0
8 Vote

Restrictions on filing based on previous job stages

Prevent filing of CT600 until previous job stage has been completed e.g. approval by Partner.

Created 19 Jun 15:00 by Dave Mowbray

IRIS Accountancy Suite / Business Tax

2
5 Vote

removal of date/time stamp from the tax computation and summaries

do not want client's to know when reports are produced (in most cases this is very late in the evening for my client portfolio)

Created 26 Nov 19:05 by Guest

Taxfiler

1
5 Vote

Add dividend feed to SA800

No description provided

Created 20 Nov 15:57 by Wendy Ilsley

Taxfiler

0
5 Vote

Show Top Slicing Relief calculations

No description provided

Created 16 Nov 12:30 by Wendy Ilsley

Taxfiler

0
5 Vote

Consolidations for all business types, including charitable companies.

Iris Accounts Production cannot currently prepare consolidated financial statements where the parent company is a charitable company. Enabling this would save a significant amount of time on those engagements where this is required.

Created 16 Nov 11:01 by Guest

IRIS Accountancy Suite / Accounts Production

3

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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Should be able to set an agents email address that pulls through for all clients rather than entering them individually.

Taxfiler licence that covers job management only

Electronic signatures

Billings - Ability to bill multiple clients, bulk run

Let Users mark Tasks as Unread

Restrictions on filing based on previous job stages

removal of date/time stamp from the tax computation and summaries

Add dividend feed to SA800

Show Top Slicing Relief calculations

Consolidations for all business types, including charitable companies.

Filter by status

Filter by category

Identify yourself with your email address

Should be able to set an agents email address that pulls through for all clients rather than entering them individually.

Taxfiler licence that covers job management only

Electronic signatures

Billings - Ability to bill multiple clients, bulk run

Let Users mark Tasks as Unread

Restrictions on filing based on previous job stages

removal of date/time stamp from the tax computation and summaries

Add dividend feed to SA800

Show Top Slicing Relief calculations

Consolidations for all business types, including charitable companies.