Customer feedback & Ideas for IRIS

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.

Ability to enter Companies House Personal Code (for IDV) for non-clients. as far as i can tell, you have not built in a mechanism in the IRIS suite to capture the personal code of a 'non client' that is a PSC or director or member. how will this b...

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.

We currently have 3 freeform notes in the accounting policies section of the software. When preparing larger entities and consolidated companies I rapidly use more than these and need to double up on the information in the notes, as directed by yo...

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...

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...

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...

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...

During a training session conducted last week, Tim Allsopp mentioned that he would look into the possibility of adding the company logo to the front cover of the accounts. We are currently moving operations from CCH to IRIS and this is something w...

It would be great to have a button (say next to the registered number box) on the Practice Management Basic screen that links you to the company's profile on Companies House website. I presently cut and paste the company number into Companies Hous...