Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Mail merge within Outlook and automated emails based on job profile stages

To use the auto mail engine but through outlook which can then send the emails directly to recipients based on email addresses already held in the database. To be able to create email templates for various job stages, which get prepared in draft...

Created 22 Nov 12:41 by Louis Evangelou

IRIS Accountancy Suite / Practice Management

2
3 Vote

Statements

Can statements be produced in PDF's? they are currently only produced in WORD and are therefore able to be altered. Also they are being deleted due to users being told to be careful with Word Documents via email.

Created 14 Nov 14:58 by Guest

IRIS Accountancy Suite

1 Already exists
3 Vote

Billing decisions direct from WIP tab

It would be useful to be able to print billing decisions directly from the WIP tab rather than having to do this via the time ledger.

Created 16 Oct 14:33 by Guest

IRIS Accountancy Suite / Time & Fees

1
2 Vote

attach document stored in IRIS Docs when raising a tax return

When I raise a Partnership or Personal Tax Return, I have the option to attach documents to the tax return, either external or stored in communications. However, it's currently not possible to attach a document that is stored in IRIS Docs.

Created 09 Oct 14:56 by Ben Webb

IRIS Accountancy Suite / Business Tax / Personal Tax

0
1 Vote

Names of people - Remove reference to female salutations only, as an option

Can we remove options 5 and 6 from the software? A few occasions where these options have been selected and it only highlights title if Ms or Mrs etc. If unnoticed it can rightfully upset clients, given its quite an archaic sexist option.

Created 18 Oct 09:13 by Guest

IRIS Accountancy Suite / Accounts Production

0
3 Vote

Enable Tax Return entries to be copied to previous years so the data does not need to be re-input

Currently in Personal Tax there is the function to bring forward entries from the previous tax year to the current one, but often, we may be asked to subsequently complete earlier Returns/calculations but in these cases, time is wasted re-entering...

Created 13 Sep 10:25 by Guest

IRIS Accountancy Suite / Personal Tax

0
2 Vote

Update the personal tax job profile automatically when the e-checklist reminder is sent. HW

In the personal tax job profile in Practice Management add an automatic job stage as the e-checklist reminder is sent to the client via IRIS OpenSpace.

Created 28 Sep 08:05 by Ros Campbell

IRIS Accountancy Suite

0
2 Vote

Bulk set Client Termination Date via Data Mining

Recently the Termination Date category was added to Iris for us to mark when a client becomes an Ex Client. As we have a large number of Ex clients on our system that we have been dealing with in other ways, it would be really useful if we had a w...

Created 23 Sep 14:47 by Andy Brewood

IRIS Accountancy Suite / Core

0
1 Vote

Non Resident Landlord Company iXBRL Accounts

Now that Non Resident Landlord Companies are required to report under Corporation Tax and HMRC have confirmed that iXBRL accounts must be submitted with the CT600 it's disappointing that Iris do not support this. Support have provided advice on ma...

Created 11 Oct 10:48 by Anonymous

IRIS Accountancy Suite / Accounts Production

2
3 Vote

Facility to incorporate Unlimited through Company Formations

It would be useful if Iris would provide the facility to incorporate LLP's and Unlimited Companies as these currently have to be done by submitting a paper form to Companies House.

Created 24 Aug 09:48 by Guest

IRIS Accountancy Suite / Company Formations

1