Customer feedback & Ideas for IRIS

Particularly for farming clients, it would be useful to be able to include the stock schedule as an additional page to the accounts, picking it up in the Contents page & allowing it to be sequentially numbered.

To have a pop up on the main IRIS PM screen, so we can add 'client on stop', 'collects mail' etc - this would pop up as you open the client so that everyone is aware of the information, instead of using notes

There is a second reference field when posting invoices which we use to enhance the invoice number by defining what it the invoice is for like ACC21 / PAYQ4 / BKSEPT21 etc. but we can't add it to the VAT receipt template, or the statement template...

we should be able to increase font size to make it less strain especially tasks etc

Forward all invoices to an invoice automation software like dext

Allow client details and invoices to be pushed to xero

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

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.

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.