Customer feedback & Ideas for IRIS
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1
Vote
Allow integration with PowerBI
Allow the flow of data to powerbi so dashboards can be created
Created 03 Aug 13:48 by Guest
IRIS Accountancy Suite / Practice Management
0
2
Vote
Display client manager in client search results in main accountancy suite screen
Clients often don't know who their client manager is. It would save having to open the client record for receptionists to know who to put a client's call through to. It would also be useful to be able to have the client's main telephone number sho...
Created 11 Oct 18:24 by Carole Harris
IRIS Accountancy Suite / Core
1
1
Vote
Rename Cash in Hand to Cash and cash equivalents on the balance sheet
I am preparing an LLP set of accounts and want to change the balance sheet to ready Cash and cash equivalents, however it is stuck on cash in hand or cash in bank and in hand. I have called the support line several times and spoke to different peo...
Created 21 Jul 11:38 by Guest
IRIS Accountancy Suite / Accounts Production
0
1
Vote
Ability to Import Tasks
Within the tasks tab, the ability to export tasks is already there, however I believe it would also be useful to have the ability to import tasks when multiple ones are required so they can be done in batch.
Created 21 Jul 09:14 by Guest
IRIS Accountancy Suite / Practice Management
0
1
Vote
Report of Receipts in a given month
It would be useful to have the function of running a report each month of receipts and the invoice numbers they have been matched to to enable the extraction to other software.
Created 15 Jul 10:10 by Debbie Wildin
IRIS Accountancy Suite / Time & Fees
3
2
Vote
Refresh buttton in personal tax
Incluide a button in personal tax which allows you to refresh the data, like there currently is in business tax
Created 21 Sep 08:31 by Chris Pratt
IRIS Accountancy Suite / Personal Tax
1
1
Vote
WIP Month End reporting
We regularly experience difficulties in running month-end / quarter-end reports in time and fees when the month-end falls mid-week. Today for example (30th June) is our month-end but if I run a WIP balance report this will only show time that has ...
Created 30 Jun 16:27 by Mark Southgate
IRIS Accountancy Suite / Time & Fees
0
2
Vote
The facility to link partners as related if they are not married.
It would be useful to be able to mark clients as partners if they are not married, so that they would appear in the related tab.
Created 24 Aug 10:02 by Guest
IRIS Accountancy Suite / Core
0
2
Vote
Timesheet reminder
I am fed up of always hassling staff to post their timesheets. It would be great to be able to set up a reminder in the form of an inconvenient popup that keeps appearing every 5 minutes reminding them to post their overdue timesheet.
Created 23 Aug 08:56 by Guest
IRIS Accountancy Suite / Time & Fees
1
2
Vote
User forum / User Group
It would add real value to Iris if the users could have a voice, possibly through an Iris User Group ( made up of representatives of both small and large practices) and / or by the creation of a user forum for the exchange of complaints and peer t...
Created 23 Aug 04:09 by Andrew Leggate
IRIS Accountancy Suite
4
Already exists
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