Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Club & Association Accounts

Ability to create accounts for clubs and associations.

Created 03 Mar 15:43 by Steve Cox

Accounts Production
2 Vote

The ability to be able to enter a client terminated date in bulk.

This would be helpful to make sure that ex clients who left before this feature was added to Iris, can also be included and have a date entered in the terminated date box.

Created 22 Apr 14:24 by Guest

Core
1 Vote

Add Client Manager to the Order Field on the Time Ledger General Postings Report

It would be useful to be able to sort this report by Client Manager.

Created 06 Jun 09:19 by Guest

Practice Management
1 Vote

EPEN Chart additional accounts needed for investment properties

Any pension scheme with more than 5 investment properties cannot include them all using the current codes 520 to 524. The next group starts at 530. Why can't you use codes 525 to 529 for additional properties.

Created 05 Jun 11:54 by Guest

Accounts Production
2 Vote

Ability to clear down Current Jobs in Time in bulk

There is no function for this at the moment and where we have periods attached to Jobs ACC/2019 for example, to clear these down we have to mark the job as not current in Timesheets.

Created 11 Mar 12:11 by Guest

Time & Fees
2 Vote

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

This would hugely improve the usability of OpenSpace for uploading Corporation Tax packages to client. As present CT comps are added to Communications in a HTML format. It would be useful to be able to either produce these in a PDF format (like th...

Created 26 Feb 11:50 by Anonymous

Practice Management
1 Vote

Company Secretarial-Convert the AA02 HTM file to PDF so that the user can Request Approval

No description provided

Created 17 May 10:35 by Asim Fazal
1 Vote

Spelling mistake in accounting policy note on impairment of fixed assets

It states: "where an impairment loss subsequently reserves.." It should say "where an impairment loss subsequently reverses.."

Created 09 May 09:39 by Guest

Accounts Production

Will not implement
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

Core
1 Vote

Reason to be shown for trustee leaving

It is not appropriate to identify a deceased trustee as "resigned". I have had to delete the name altogether. Details of Trustees on Charity Accounts. It used to be possible to identify why a trustee left or was removed. There were 3 options 1 - r...

Created 04 May 15:48 by Guest

Accounts Production

Already exists