Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Track holidays in Staff Planning

To include a column on the reports to track the holidays taken by staff

Created 10 Feb 08:20 by katrina smith

IRIS Accountancy Suite / Core

0
3 Vote

Staff profiles and role based permissions

The ability to create staff profiles (e.g. tax junior, tax manager, accounts manager) and permissions based of these roles

Created 25 Apr 23:37 by Deleted User

IRIS OpenSpace (archived)

2
3 Vote

Chain signing

The facility to create approval workflows, where accountants can dictate a process for getting a document approved. This could be both internally (e.g. junior -> manager -> partner) or externally to clients

Created 25 Apr 23:36 by Deleted User

IRIS OpenSpace (archived)

0
2 Vote

Ability to clear down Current Jobs in Time in bulk

There is no function for this at the moment and where we have periods attached to Jobs ACC/2019 for example, to clear these down we have to mark the job as not current in Timesheets.

Created 11 Mar 12:11 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Export postings to CSV function to include Client Categories

In order to import into other software by Client Categories

Created 25 Jan 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
2 Vote

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

This would hugely improve the usability of OpenSpace for uploading Corporation Tax packages to client. As present CT comps are added to Communications in a HTML format. It would be useful to be able to either produce these in a PDF format (like th...

Created 26 Feb 11:50 by Anonymous

IRIS Accountancy Suite / Practice Management

0
2 Vote

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

There is no way to click a box to bulk dismiss approved documents from the dashboard in open space. Each document has its own box that has to be ticked individually. Surely something can be done about this as it takes ages to clean up this Approve...

Created 12 Feb 09:47 by Guest

IRIS OpenSpace (archived)

1
3 Vote

Club & Association Accounts

Ability to create accounts for clubs and associations.

Created 03 Mar 15:43 by Steve Cox

IRIS Accountancy Suite / Accounts Production

0
1 Vote

Adding Client Manager to Selection Tab on Management Reports

You can currently select Job Manager and Client Partner but not Client Manager

Created 11 Jan 14:04 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Date prompt when entering Receipts

It would be great if iris prompted you if a date entered was outside the current period like it does when raising invoices. This would avoid corrections

Created 09 Jan 10:25 by Debbie Wildin

IRIS Accountancy Suite / Time & Fees

0

Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Suggest & prioritise ideas for our customer-driven roadmap

Filter by status

Filter by category

Track holidays in Staff Planning

Staff profiles and role based permissions

Chain signing

Ability to clear down Current Jobs in Time in bulk

Export postings to CSV function to include Client Categories

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

Club & Association Accounts

Adding Client Manager to Selection Tab on Management Reports

Date prompt when entering Receipts

Filter by status

Filter by category

Identify yourself with your email address

Track holidays in Staff Planning

Staff profiles and role based permissions

Chain signing

Ability to clear down Current Jobs in Time in bulk

Export postings to CSV function to include Client Categories

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

Club & Association Accounts

Adding Client Manager to Selection Tab on Management Reports

Date prompt when entering Receipts