Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

6 Vote

In personal tax have a tax liability to be coded out next year automatically entered in next year

In Personal Tax when you apply for a client's tax liability to be coded out for the next year, the details are not automatically entered into next years workings. I have to check last year's tax computations to re-enter the information for next year.

Created 16 Oct 09:12 by Brittany Draper

IRIS Accountancy Suite / Personal Tax

1
6 Vote

Ability to have more classes of address

Although there are the standard address types - Main, Billing, Registered and SAIL, it would be useful to have an additional address for mail delivery. We have a few clients who have registered office with us, have a business unit but wish their p...

Created 06 Oct 10:11 by Guest

IRIS Accountancy Suite / Core

0
1 Vote

Add statutory deadline date to automail tag selection options

When using Automail to chase clients for year end records it would be very useful to be able to add the statutory deadline date a a tag without having to enter this manually. As new companies have a different deadline to the month end.

Created 27 Oct 09:05 by Michelle Morton

IRIS Accountancy Suite / Automail

0
1 Vote

Add statutory deadline date column to job stages screen

It would be very useful to have the ability to add a new column, in the configuration, for the Statutory Deadline date, in the job stages tab. When viewing job stages and chasing clients for their year end records it would be good to have a view o...

Created 27 Oct 08:51 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
3 Vote

Tabulation of director's loan account disclosure

Detailed summaries need to be shown when loans have been made to directors along with comparative figures for the prior period for FRS 105. At the moment I can only disclose these figures in free text without any columns.

Created 07 Oct 14:56 by Guest

Taxfiler / Accounts

0
3 Vote

Introduce an OR function in data mining

It would be very helpful to have an OR function in data mining so that we could search for lists of clients that meet either of 2 or more conditions - e.g. all clients registered for Personal Tax OR Partnership Tax OR Trust Tax services with a cur...

Created 04 Oct 08:01 by Guest

IRIS Accountancy Suite / Practice Management

0
6 Vote

Classes of Share Capital Allowed

HI There At present you can only have 3 classes of shares without having to then add a freeform note for the company share capital. Can this not be increased to handle up to say 10 share classes please. Thank you

Created 29 Aug 11:36 by Guest

IRIS Accountancy Suite

1 Already exists
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
4 Vote

Privilege to prevent users from completing jobs

Could we add a privilege to prevent users from completing jobs, as sometimes jobs are completed and rolled on and this causes deadlines to be missed

Created 18 Aug 13:44 by Guest

IRIS Accountancy Suite / Practice Management

0