Customer feedback & Ideas for IRIS
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When existing addresses are offered to select, to be able to check which clients are currently linked to that address
This would be particularly useful when importing company details from companies house. the system can offer a collection of addresses in the same postcode area, and their is no way to check who is currently using an address. It would also/as a...
Created 12 Nov 14:36 by Guest
IRIS Accountancy Suite / Core
1
1
Vote
Allow bulk email of invoices to one email address
Forward all invoices to an invoice automation software like dext
Created 03 Aug 13:49 by Guest
IRIS Accountancy Suite / Time & Fees
0
1
Vote
Allow data integration with Xero
Allow client details and invoices to be pushed to xero
Created 03 Aug 13:48 by Guest
IRIS Accountancy Suite / Time & Fees
1
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
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
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
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
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