Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

The ability to add the logged on member of staff's email address to an automail letter

No description provided

Created 23 Feb 16:12 by Guest

IRIS Accountancy Suite / Automail

0
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
2 Vote

Ability to define at a practice level the file naming convention of file output to automatically show key information such as tax year, year end, draft, final

ability to specify how a file such as a PDF set of accounts is named. E.g. for final full accounts y/e 31/12/2018 for ABC Limited (Client ID A001) printed on 31/01/2019 by IRIS user LE File name could be: A001-ABC LIMITED-FINAL-FULL ACCOUNTS...

Created 22 Nov 13:15 by Louis Evangelou

IRIS Accountancy Suite / Core

0
2 Vote

More AutoMail Tags

For example if preparing cover letter for Personal Tax return, to be able to provide high level breakdown of income within mail merge (rental, pension, self employment etc).

Created 22 Nov 12:45 by Louis Evangelou

IRIS Accountancy Suite / Automail

3
2 Vote

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 an ...

Created 12 Nov 14:36 by Guest

IRIS Accountancy Suite / Core

1
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

Option to block time posting to specific non-chargeable activities

As we've been using Iris for time and fees for many years, we have a long list of non-chargeable activities, some of which we no longer want staff posting to.. e.g. "Furlough leave" It would be really helpful to be able to block time being posted ...

Created 18 Jan 11:43 by Andy Brewood

IRIS Accountancy Suite / Time & Fees

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

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