Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Select the template as the invoices are run in IRIS Fees (HW)

In IRIS Fees in Reports | Client documents add the option to select which Fees Template to use, and the staff member who entered the invoices to minimise the number of documents generated. For example, at the month end all the auto invoices are ru...

Created 06 Jan 12:07 by Ros Campbell

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Group Structure - allow for more accurate split for % owed on a sub

Allow for more accurate ownership of a sub %s to be inputted rather than round do the nearest whole number. I.e 99.5% or 57.5%

Created 06 Jan 11:54 by Guest

IRIS Accountancy Suite / Accounts Production

0
2 Vote

Make output in accounts production dynamic

If we are viewing say Ltd company report but want to check/have a look at individual figures in TB, we simply cannot do so unless we close down the report first and then open TB. This is really time consuming and frustrating act. Viewing multiple ...

Created 14 Feb 14:35 by Guest

IRIS Accountancy Suite

2 Already exists
2 Vote

Report that keeps track of entrepreneurs relief claims towards the lifetime limit

It would be helpful to be able to run a report or to see within a tab, the amount of entrepreneurs relief that has been claimed over the years towards the client's lifetime amount. When the relief is claimed, a box is ticked so it should be able t...

Created 12 Feb 16:58 by Guest

IRIS Accountancy Suite / Personal Tax

0
2 Vote

Ability to only share client address

We have recently started using accountant go and the fact that the clients numbers and email address have to be shared between clients with the addresses is causing big problems in getting the mobile numbers over to accountant go. At the moment th...

Created 22 Jan 11:05 by Nikki Drake

IRIS Accountancy Suite / Core

1
2 Vote

Easier way to enter a years worth of dividends which are different figures & dates each month

We input most clients dividends on a yearly basis at the year end and when they are a different date and amount each month it takes a long long time to enter each one individually to produce the dividend vouchers and minutes.

Created 18 Jan 09:51 by Guest

IRIS Accountancy Suite / Personal Tax

0
2 Vote

Why is the section marked 'dividends' instead of capital assets on the tax section?

Makes more sence

Created 11 Jan 15:40 by Guest

IRIS Accountancy Suite / Personal Tax

0
2 Vote

Employee additional replacement note to appear in filleted accounts as well as full or at least option to

Should you not wish to use Iris default screen for employee numbers but instead use a replacement note then the replacement note only appears in the full accounts and not in the filleted. Auditors are requiring separate wording for this note and f...

Created 17 Dec 17:34 by Guest

IRIS Accountancy Suite

1 Planned
2 Vote

Limit access to the "test" tax return facility on taxation modules

The "test" facility is available to all users of taxation modules on an indefinate basis, but it is my understanding that this is only required when you are setting you data up for the first time. Therefore the function is not required after initi...

Created 12 Dec 11:03 by Guest

IRIS Accountancy Suite / Business Tax / Personal Tax / Trust Tax

1
2 Vote

Copy company Categories to Company officers when creating new Clients

Working on the Client on boarding process and have discovered that although I can import Officers from Companies House, once they are all created I then have to go through each one and give them the same attributes as the main company. The only wa...

Created 05 Dec 10:43 by Dave Mowbray

IRIS Accountancy Suite / Core

0