Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

30 Vote

Be good if Automail could produce e-mail templates in Outlook rather than just Word

Increasingly more communications are being sent by electronic means but Automail only seems to cater for Word documents. Being able to setup up Outlook templates to populate from the IRIS Suite would be of great use and time saving.

Created 18 Oct 15:37 by Guest

IRIS Accountancy Suite / Automail

2
28 Vote

Ability to delete fees postings instead of reversing, or the ability to delete/correct fee postings and reversals

Sometimes fees and then reversals are misposted (getting dates or periods wrong). Allow users (with given permissions) to just delete or correct a fee posting or reversal when it has been misposted.

Created 20 Jun 19:13 by Guest

IRIS Accountancy Suite / Time & Fees

2
1 Vote

Ability to add new lines to one Chart of Accounts which can then be used for all clients

Ability to add new lines to one Chart of Accounts which can then be used for all clients. At the moment, if we update new lines for a new description this does not update the overall chart of accounts on IRIS so we have to add the new description ...

Created 20 Aug 08:38 by Guest

IRIS Accountancy Suite / Accounts Production

1 Already exists
8 Vote

Option to share email/telephone details when sharing an address

Since the changes to the shared address were included in the April 22 release, its not possible to shared a telephone or email address and requires manually including it in other client records. An option when sharing address to also share the tel...

Created 05 Oct 16:39 by Ben Webb

IRIS Accountancy Suite

3
23 Vote

Option for Practice to choose pending time to be included in all WIP totals throughout IRIS

Pending time can significantly change the current WIP totals, some practices may prefer to see all WIP totals on reports and anywhere visible within the software to include this time. Currently there is only one report that will include pending ti...

Created 20 Jun 18:59 by Guest

IRIS Accountancy Suite

5 Planned
3 Vote

Option to select Civil Partnership instead of Marriage

There is no way to mark clients in a Civil Partnership only to add a Marriage date which client object to as they are in a Civil Partnership not Married. Can this be added to the Marriages screen.

Created 15 Jan 10:08 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

1
10 Vote

Electronic filing for amended Limited company accounts at Companies House

Companies House will now accept electronic filing of amended limited company accounts according to gov.uk. This is currently not available on Iris accounts production. Being able to submit amended accounts will be beneficial to all as it speeds up...

Created 19 Jan 13:38 by Guest

IRIS Accountancy Suite / Accounts Production

0
21 Vote

Allow more editing of the checklist

The wording for joint property income and expenditure is misleading to clients, as it states "X% share of figures shown" but the figures shown actually represent 100% so clients get confused over whether to provide their share or 100%. If we could...

Created 30 Aug 11:55 by Guest

IRIS Accountancy Suite / Personal Tax

6
6 Vote

Different currencies for shares

Need to have the shares in dollars and when I produce the CS01 it only shows GBP. Possibility to have multiple currencies in the share register when adding shares.

Created 05 Jan 09:10 by Guest

IRIS Accountancy Suite / Company Secretarial

0
19 Vote

Provide e-mail as a target output for Automail templates

An increasingly large proportion of client contact is now by e-mail. Automail is a great tool for producing Word documents, but has no obvious means to directly generate an email. This functionality would make generating mailshots and standard "le...

Created 27 Sep 08:46 by Guest

IRIS Accountancy Suite / Automail

3