Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

a breakdown of non chargeable time categories & non accountable time categories per staff

we would like 2 separate reports one for non chargeable time & one for non accountable time, broken down for each employee with time and cost for every category so that they may be totaled and cross cast on one page. This will give us an incit...

Created 30 Mar 11:03 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Adding correspondence address

We have a client who wants her personal correspondence to go to the company address rather than her home address. It seems that the best option we have is to change the address to the company address every time we send the client a letter and then...

Created 30 Mar 07:21 by Phil Colver

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
1 Vote

AP Data screen- Average No. Employees to show the previous year’s figure

AP Data screen- Average No. Employees to show the previous year’s figure- this would be particularly helpful for reference and assurance.

Created 25 Mar 00:36 by Guest

IRIS Accountancy Suite / Accounts Production

0
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

Nominal share value should be able to do more than 5 decimal places

Company secretarial only allowing 5 decimal places means we have to resort to preparing share work manually and submitting forms outside of Iris. As a large accountancy firm we rely on the software to hold the correct data and to ease our workload...

Created 11 Mar 12:10 by Guest

IRIS Accountancy Suite / Company Secretarial

0