Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

LLP - Option to subtype in client/view/business type

No description provided

Created 17 Nov 12:14 by Guest

IRIS Accountancy Suite / Accounts Production

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
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
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
1 Vote

Ability to alter statement options when producing statement from invoice view

If I use the invoices view and Print option to produce a statement, the statement is produced without the option to change settings and it seems to default to the end of the last month – e.g. just shows a b/fwd balance at say end of last month ins...

Created 06 Oct 11:15 by Rod Podger

IRIS Accountancy Suite / Time & Fees

0