Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Client manager visible in search mode

It would be really useful if we could see the Client Manager and Client Category in the main search drop down list. Currently we have to go into each client to see who deals with what client when taking phone calls and for post but if it were visi...

Created 17 Jan 12:11 by Guest

IRIS Accountancy Suite / Core

0
2 Vote

Draft fee report

The ability to report on the details of draft fees in progress in the system

Created 25 Nov 15:33 by David Kime

IRIS Accountancy Suite / Time & Fees

1
2 Vote

Notes tab on client maintenance should be visible without having Practice Management open

The 'Notes' tab on client maintenance should be visible without having Practice Management open. It means everyone can view notes without needing a Practice Management license free. I can't see that there would be a significant, specific link to P...

Created 21 Nov 16:06 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

Table for finance lease commitments

Currently, there is a table for operating leases at Notes to Financial Statements > Balance Sheet items > Leasing Agreements. But there is no such table for finance leases where we can disclose the commitments over different time horizons.

Created 15 Nov 11:51 by Guest

IRIS Accountancy Suite

0
2 Vote

Ability to datamine a list of clients to bulk post expenses to

With the new release, there is a the function to be able to bulk post expenses by highlighting multiple clients within the client browser. Although a great function, it would be better to be able to also datamine a lists of clients - so that bulk ...

Created 25 Oct 10:36 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Recurring Expenses

It would be great and would make our lives much simpler if we were able to add recurring expenses to the timesheet. A lot of businesses have recurring expenses and these have to be entered into time every single occasion depending on the recurrenc...

Created 03 May 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
3 Vote

Club & Association Accounts

Ability to create accounts for clubs and associations.

Created 03 Mar 15:43 by Steve Cox

IRIS Accountancy Suite / Accounts Production

0
1 Vote

Prior year adjustments

Currently in IRIS you can only show restated across various notes (by clicking one box for "show as restated"). There should be several tick boxes show you can show as restated on only the notes that have actually been restated (so a tick box for ...

Created 20 Apr 13:31 by Guest

IRIS Accountancy Suite / Accounts Production

0
2 Vote

Ability to pull a report that shows the related directors/partners to the LTD/LLP/Partnership

When sending letters/mail merges to clients, it would helpful to pull a list that shows the related people to the business, so that duplicate correspondence is not sent. Without this, it is much more time consuming to individually cross check the ...

Created 05 Aug 12:52 by Guest

IRIS Accountancy Suite / Core

0
1 Vote

a breakdown of non chargeable time categories & non accountable time categories per staff

we would like 2 separate reports one for non chargeable time & one for non accountable time, broken down for each employee with time and cost for every category so that they may be totaled and cross cast on one page. This will give us an incit...

Created 30 Mar 11:03 by Guest

IRIS Accountancy Suite / Time & Fees

0