Customer feedback & Ideas for IRIS
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Add multiple bankers to Accounts on Company Information page
Ability to show more than one bank on the Company Information Page
Created 06 Jun 09:04 by Matthew MacInnes
Accounts Production
2
Vote
Disbursements on fee notes
We would like to be able to show disbursements on fee notes , separate from the fee itself. This would let clients see easily what is being charged and our invoices would be better laid out for VAT purposes. I understand there are currently no tag...
Created 18 May 13:08 by alison irwin
Time & Fees
4
Vote
Form companies limited by guarantee
Ability to produce formation details for a company Limited by Guarantee This includes a company Limited by Guarantee s60 exempt. i.e. Memorandum and Articles of AssociationAmount guaranteed for each member
Created 31 Jan 15:57 by Alex John
Company Formations
4
Vote
More advanced Capital Assets and Data Feed
Advanced Capital Assets to handle reorganisations, takeovers, demergers, valuations etc.
Created 18 Dec 13:36 by Jenny Strudwick
Personal Tax
4
Vote
R&D Enhanced Expenditure & Tax Credits calculator / workings to be provided on the CT comp
Business Tax to produce reports to show R&D workings and calculations. And automate some of the following: a. gross up % of the enhanced expenditure that needs to be included in box 101 b. the Sch DI deduction (this may be entered in Accounts ...
Created 18 Dec 10:22 by Jenny Strudwick
Business Tax
4
Vote
Drill Down on the Computations
Ability to drill down on the computations in Business Tax into the the relevant data entry like the CT600 now does.
Created 18 Dec 10:21 by Jenny Strudwick
Business Tax
3
Vote
System generated letters to clients as part of job stages
Each month we will produce letters to clients inviting them to send in their books. As necessary we will then generate reminders. All of these letters are generated using datamining. We have created job stages, but we have been told th...
Created 21 Jan 16:08 by Paul Kelly
Practice Management
1
Vote
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
Core
2
Vote
Import clients into a job and service
We have 300 clients we prepare Compliance statements for. We would like to set them up practice management as a job for better controls but cannot do a bulk import apparently. If we were able to export and import into the database, this would be m...
Created 15 Mar 09:11 by Guest
Company Secretarial
2
Vote
Enhancement to Management Accounts for Groups
To enhance current management reports to allow group customers to select multiple companies within a group and run the report and select the period for each company within the group
Created 25 Feb 16:21 by Nick Lloyd
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