Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Ability to import timesheets from a csv file

Would allow staff to maintain their timesheet on excel and then could be imported at the end of the week.

Created 11 Nov 16:45 by Guest

IRIS Accountancy Suite

0 Planned
2 Vote

Downloadable Excel file which shows which software accounts have been mapped to which Taxfiler accounts in the Trial Balance

Once you unlink this information is gone and means there is no traceable way of getting back to from the the Taxfiler accounts to the software accounts.

Created 12 Apr 19:49 by Khushal Joshi

Taxfiler / Accounts

0
5 Vote

Reconciliation of Fixed Asset additions and Disposals report

A reconciliation of fixed asset additions and disposals, with details of which assets are eligible for AIA and which are not, plus details of how the AIA has been calculated.

Created 18 Dec 10:21 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0
5 Vote

Can we put HMRC online filing status into the filing screens?

Can we put the CH/HMRC gateway status that is in OpenPortal into filing windows within our software so that when users go to file they would be warned that the gateway is down etc. ahead of filing.

Created 18 Dec 10:20 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax / Personal Tax / Trust Tax

0
5 Vote

Carry out validation before the Return is printed

Some validation occurs after the tax return has been printed which means making changes and then re-printing it would be better if all validation was carried out before the Return is printed. Giving the user a button on the tool bar to carry out...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
3 Vote

On a SA100 the partnership page should have an averaging calculator (the same as the self employed page)

It would be useful to anyone that does SA100's for members of farming partnerships, etc. The self employed page has a calculator which should be available on the partnership page (it's the same calculation).

Created 23 Oct 15:15 by Guest

Taxfiler

0
2 Vote

Bulk option to restrict user access to clients

Useful: it is very time consuming to restrict user access to clients on a one by one basis especially when you have hundreds of clients. It is needed when onboarding new members of staff that are not authorised to view certain clients to avoid con...

Created 31 Mar 10:47 by Guest

Taxfiler / Corporation Tax

0
2 Vote

The ability to generate VAT filing period reports

It would be helpful to generate VAT reports to show monthly / quarterly filing period due dates

Created 23 Mar 12:59 by Guest

Taxfiler / VAT

0
2 Vote

Import clients into a job and service

We have 300 clients we prepare Compliance statements for. We would like to set them up practice management as a job for better controls but cannot do a bulk import apparently. If we were able to export and import into the database, this would be m...

Created 15 Mar 09:11 by Guest

IRIS Accountancy Suite / Company Secretarial

0
4 Vote

Import PSC data into Company Secretarial from Companies House automatically

When importing company data from Companies House, IRIS presents user with directors/secretaries and we can create these people as clients in the database. Should have the ability to also import PSC data at the same time (and bridge with Director(s...

Created 08 Mar 15:29 by Louis Evangelou

IRIS Accountancy Suite / Company Secretarial

0