Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
8 Vote

Ability to automate file deletion with "downloaded" attribute after specified number of days after file was downloaded

Ability to automate file deletion with downloaded attribute after specified number of days after file was downloaded - since idea of Openspace is rather secure file exchange than storage.

Created 24 Oct 10:29 by Tomasz Kardasz

IRIS OpenSpace (archived)

1
7 Vote

Document Expiry

Ability to set expiry date for document to be deleted.

Created 03 Aug 12:14 by Mike Turner

IRIS OpenSpace (archived)

0
5 Vote

Bulk Upload Approval

Allow documents requiring approval for various clients to be bulk uploaded to Iris Open Space from staff control panel. i.e. engagement letters for the whole practice to be generated and bulk uploaded

Created 01 Aug 10:25 by Martin Smith

IRIS OpenSpace (archived)

1
5 Vote

Allow access to the "invoices" tab only for bookkeepers

Bookkeeper complains they have not got invoice. Director does not want bookkeeper to have access to the whole Openspace account.

Created 25 Feb 13:42 by Guest

IRIS OpenSpace (archived)

2
5 Vote

Allow accounting firms to send files to each other

We have experienced a couple of instances where we have a client moving to us from another accountant and when we try to setup the other accountant as an email address on the client it cannot because the previous accountant also has Openspace. It ...

Created 25 Feb 11:49 by Guest

IRIS OpenSpace (archived)

5
5 Vote

Delete client from within client, instead of having to go back and search the list of clients

At the moment, if you want to delete a client, you can only do this from the screen showing a list of clients. It would be useful if there was a delete client button within the client folder itself, or even within the edit client screen.

Created 06 Feb 17:17 by Andy Brewood

IRIS OpenSpace (archived)

1
5 Vote

See Registration Status of all contacts from "Edit Client" screen

Currently the only screen that shows the registration status (not-registered/active etc.) is the list of clients, which shows active if at least one of the contacts is active... it would be useful to see the status of each contact in the "edit con...

Created 06 Feb 17:15 by Andy Brewood

IRIS OpenSpace (archived)

1
4 Vote

Ability to upload a document to all openspace clients from within openspace

Thought this would be a built in feature. Wanted to upload urgent info about office open/closed and revised staff contacts etc due to COVID-19 and was surprised it could not be done simply from within openspace.

Created 30 Mar 10:56 by Rod Podger

IRIS OpenSpace (archived)

3
5 Vote

Internal Approvals

In order to cut down on scanning / printing approved client documents in order that a partner can approve them before they are filed with HMRC, it would good that these internal approvals are treated in the same manner as external client approvals...

Created 23 Jan 15:56 by Mike Keanly

IRIS OpenSpace (archived)

0