Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Track holidays in Staff Planning

To include a column on the reports to track the holidays taken by staff

Created 10 Feb 08:20 by katrina smith

IRIS Accountancy Suite / Core

0
2 Vote

To allow automatic completion of job stages on not only standard job types

If the job is not a standard job type then you are not able to use the automatically complete when fields as the option is N/A. For example we have a job set up for P11D's - we would like our job stage 'Submitted to HMRC' to automatically complete...

Created 27 Apr 11:44 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Balance sheet not showing 'As at' before the date in subheading

No description provided

Created 02 Feb 09:28 by Gurpreet Sran

IRIS Accountancy Suite / Accounts Production

0
3 Vote

Compare Data Function in Company Secretarial - Only retrieves the due date of the next Confirmation Statement

Please can the CHOS Comparison tool in Company Secretarial retrieve the CS01 made up to date from Companies House. Currently it only retrieves the next due date. The more crucial date to import is the made up to date, from which we can log the for...

Created 30 May 10:00 by Louis Evangelou

IRIS Accountancy Suite / Company Secretarial

2
1 Vote

Export postings to CSV function to include Client Categories

In order to import into other software by Client Categories

Created 25 Jan 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
2 Vote

Remove shading from printed tax returns

Printing tax returns generated from Iris uses a lot of printer ink due to the shading. Please could you add an option to print the returns without shading to save ink.

Created 04 Mar 14:36 by Guest

IRIS Accountancy Suite / Personal Tax

1
1 Vote

Adding Client Manager to Selection Tab on Management Reports

You can currently select Job Manager and Client Partner but not Client Manager

Created 11 Jan 14:04 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Date prompt when entering Receipts

It would be great if iris prompted you if a date entered was outside the current period like it does when raising invoices. This would avoid corrections

Created 09 Jan 10:25 by Debbie Wildin

IRIS Accountancy Suite / Time & Fees

0
3 Vote

Enable checklists to be logged onto communication tracking

It's useful for admin staff to find and print/use/send quickly once other departments have logged.

Created 10 Apr 16:54 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Data management: Be able to search for "cleansed" documents

When the document is cleansed as part of the deletion process, it removes the Group code but remains linked to "Related" entities. If the Related entities are deleted at a later stage, these links are removed and there is no way of locating the or...

Created 30 Dec 12:34 by Tina Allen

IRIS Accountancy Suite / Practice Management

0