Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Automatically match fee postings to historical invoices

We have a system where clients pay by a monthly standing order and our payment date is 15th Monthly as standard. So on the 15th of the month we have many many pages of bankings to input into IRIS. We are now trying to import the csv file from the ...

Created 21 May 15:50 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Link AML with New Client in Iris Suite

No description provided

Created 13 May 14:49 by Guest

IRIS Accountancy Suite / Practice Management

2
1 Vote

Allow invoices to integrate to payment software

More clients wish to pay fees online/via internet banking/card. Please can invoice templates be updated to allow payment portal links to be imbedded e.g. apple pay etc. where the client can use face / fingerprint recognition to authorize card paym...

Created 11 May 12:25 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Fees report to extract matching information in more detail

I am currently able to run a posting list which tells me the amount of a receipt that has been matched to a bill. Could this be expanded so it can show what bill it has been matched against please, not just the amount.

Created 11 May 12:22 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Linking dividends from CoSec to personal tax

It would be good to have a link from Company Secretarial where the dividends and shareholdings are entered for them to be automatically picked up on a clients personal tax return. by having already entered them into accounts production, then compa...

Created 24 Mar 17:05 by Guest

IRIS Accountancy Suite / Personal Tax

1 Already exists
1 Vote

Ability to import csv to data mining

It would be great if we could imprort a csv into data mining, for example a list of client codes generated in a separate excel file, so we could then take advantage of the data mining facilities from that point on.

Created 23 Mar 14:50 by Mark Reynolds

IRIS Accountancy Suite / Practice Management

0
1 Vote

Settlor option is available for limited companies

If one limited company settles the bills of another limited company, let Iris reflect this in Involvements. Currently it's only possible if a person (like a director) is the settlor.

Created 23 Mar 11:19 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Export Notes from Iris Practice Management (not notes from specific services)

No description provided

Created 19 Mar 14:50 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Allow categories as a filter for Job Planning screen in Practice Management

This is so we can filter jobs by office (one of the categories).

Created 04 Mar 16:02 by Jason Everitt

IRIS Accountancy Suite / Practice Management

0
1 Vote

Ability to auto assign tasks on completion of prior job stage

So for our practice we have Jobs set up for various aspects such as accounts, payroll, vat returns etc and for each job there will be a number of job stages. One of these job stages will always be 'Manager Review' and the follow up to this will be...

Created 19 Feb 10:09 by Guest

IRIS Accountancy Suite / Practice Management

0