Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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

Add the prepared-for-filing date to the overview screen to help us with chasing TR's not returned by client

when you click on the orange section of the pie chart on the home screen (the ready for client list) it shows the tax returns that have been prepared for filing. this list is effectively the returns that the clients need to sign and return to the ...

Created 23 Aug 15:39 by e l

Taxfiler / General and Misc

0
4 Vote

Ability to edit the naming format for saving of PDF downloads

Currently, when downloading an SA100 Tax Return PDF, it is automatically named with the forename first, i.e. "John Smith 2020 Tax Return". It would be beneficial for this to be changed to "Smith John 2020 Tax Return" so that my downloaded files ar...

Created 20 Jul 12:18 by Guest

Taxfiler

1
3 Vote

Connecting to QB

When we linked QuickBooks (QB) to Accounts Production & imported the transaction, it would be good if we could edit the transactions. It would be better if this was editable for QB & other 3rd party bookkeeping software as well.

Created 17 Aug 15:43 by Guest

IRIS Accountancy Suite / Accounts Production

1
1 Vote

Remove ability to assign a task to a user marked as no longer employed.

Currently if a user/staff record is marked as no longer employed their ID cannot be selected from the search on a task however if you type in the ID it will still assign to that person. If a task is assigned to a person in error and they have left...

Created 10 Oct 12:54 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
2 Vote

Show expense lines rather than consolidated expense categories in sole trade and p'ship P&L's

Cleints like to see exactly what the costs incurred rather than a consolidated category eg general expenses is made up of 10+ individual costs

Created 24 Aug 13:40 by Ian Jefferies

Taxfiler / Accounts

0
1 Vote

We need the ability to be able export a clients full name from IRIS Data Mining

For some strange reason IRIS Data Mining only lets you data mine one Client name field. This specific field is character limited. We use IRIS Data Mining as a basis for mail merges and client communications. It is crazy that despite all the money ...

Created 09 Oct 16:48 by Alan Taylor

IRIS Accountancy Suite / Practice Management

1
4 Vote

Ability to override errors when preparing Accounts.

Every time I prepare micro Co accounts under FRS 105 there are errors on the review page due to brought forward values differences to last years actual values. This is the case as Xero will not have a separate reporting for brought forward values ...

Created 12 May 19:34 by Nikolay Atanasov

Taxfiler / Accounts

1
4 Vote

Option to add the data input page status to the detailed report

Sometimes we send the detailed report to the client when trying to fill in the gaps - it would be useful to see 'complete' or 'awaiting information' next to each section as appropriate. First requested Nov 2016

Created 04 May 15:22 by Paul Dix

Taxfiler

4
3 Vote

Charity Incorporated Organisation (CIO)

For CIO the disclosures need to refer to only the Charites Act and refer to them as 'the Charity'. Currently there is no option for this in IRIS but would be really helpful if there was. Editing in Word is not helpful when it comes to the next year.

Created 21 Jun 09:54 by Guest

IRIS Accountancy Suite / Accounts Production

0