Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Allow bulk email of invoices to one email address

Forward all invoices to an invoice automation software like dext

Created 03 Aug 13:49 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Allow data integration with Xero

Allow client details and invoices to be pushed to xero

Created 03 Aug 13:48 by Guest

IRIS Accountancy Suite / Time & Fees

1
1 Vote

Allow integration with PowerBI

Allow the flow of data to powerbi so dashboards can be created

Created 03 Aug 13:48 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

Audit trail of when checklist reminders have been sent.

Need to add a audit trail of when checklist reminders are sent to customers in the status screen. This will need to be able to track multiple reminders.

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Rename Cash in Hand to Cash and cash equivalents on the balance sheet

I am preparing an LLP set of accounts and want to change the balance sheet to ready Cash and cash equivalents, however it is stuck on cash in hand or cash in bank and in hand. I have called the support line several times and spoke to different peo...

Created 21 Jul 11:38 by Guest

IRIS Accountancy Suite / Accounts Production

0
1 Vote

Ability to Import Tasks

Within the tasks tab, the ability to export tasks is already there, however I believe it would also be useful to have the ability to import tasks when multiple ones are required so they can be done in batch.

Created 21 Jul 09:14 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Report of Receipts in a given month

It would be useful to have the function of running a report each month of receipts and the invoice numbers they have been matched to to enable the extraction to other software.

Created 15 Jul 10:10 by Debbie Wildin

IRIS Accountancy Suite / Time & Fees

3
1 Vote

WIP Month End reporting

We regularly experience difficulties in running month-end / quarter-end reports in time and fees when the month-end falls mid-week. Today for example (30th June) is our month-end but if I run a WIP balance report this will only show time that has ...

Created 30 Jun 16:27 by Mark Southgate

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Would be useful to have a legal and administrative page for charity accounts (similar to LTD) as currently this is included within Trustees report. A tick box to have the option to separate would be useful

Clients like to see this separated out, good to have the option

Created 23 Jun 10:56 by Guest

IRIS Accountancy Suite / Accounts Production

1 Already exists
1 Vote

On Screen Working Papers

I think Iris should produce a filing program where you can produce an on screen working papers pack. Something to filet in excel sheets, pdfs and IRIS produced reports and then assign the packs to different team members to review or contribute.

Created 09 Jun 10:35 by Guest

IRIS Accountancy Suite / Accounts Production

1 Already exists