Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Ability to define at a practice level the file naming convention of file output to automatically show key information such as tax year, year end, draft, final

ability to specify how a file such as a PDF set of accounts is named. E.g. for final full accounts y/e 31/12/2018 for ABC Limited (Client ID A001) printed on 31/01/2019 by IRIS user LE File name could be: A001-ABC LIMITED-FINAL-FULL ACCOUNTS...

Created 22 Nov 13:15 by Louis Evangelou

IRIS Accountancy Suite / Core

0
2 Vote

More AutoMail Tags

For example if preparing cover letter for Personal Tax return, to be able to provide high level breakdown of income within mail merge (rental, pension, self employment etc).

Created 22 Nov 12:45 by Louis Evangelou

IRIS Accountancy Suite / Automail

3
2 Vote

When existing addresses are offered to select, to be able to check which clients are currently linked to that address

This would be particularly useful when importing company details from companies house. the system can offer a collection of addresses in the same postcode area, and their is no way to check who is currently using an address. It would also/as an ...

Created 12 Nov 14:36 by Guest

IRIS Accountancy Suite / Core

1
2 Vote

Display client manager in client search results in main accountancy suite screen

Clients often don't know who their client manager is. It would save having to open the client record for receptionists to know who to put a client's call through to. It would also be useful to be able to have the client's main telephone number sho...

Created 11 Oct 18:24 by Carole Harris

IRIS Accountancy Suite / Core

1
2 Vote

Refresh buttton in personal tax

Incluide a button in personal tax which allows you to refresh the data, like there currently is in business tax

Created 21 Sep 08:31 by Chris Pratt

IRIS Accountancy Suite / Personal Tax

1
2 Vote

Journals in Accounts Production - Add New Rows to Top of Journal

When adding new rows into a journal in Accounts Production, add rows to the top rather than the bottom of the journal.

Created 20 Sep 21:49 by Alison Ford

Keytime Suite

1
2 Vote

Deleting Companies in Practice Manager to Also Delete Director Records

Enhance delete client routine to give option to also delete directors when deleting a limited company (members/partners in LLPs and partnerships). Software would need to check for links to other records first.

Created 20 Sep 21:47 by Alison Ford

Keytime Suite

0
2 Vote

Expand Practice Manager Mail Merge Data Items to Cover All Modules

Current Mail Merge data items are limited to Practice Manager. Suggestion is to expand to cover all modules. This will allow users to include items for Tax, e.g. tax liability or payment on account due within mail merge documents

Created 20 Sep 18:42 by Alison Ford

Keytime Suite

0
2 Vote

New Cashbook Feature

New cashbook module: Cloud based so accessible by both accountant and client Analyses and summarises VAT, support for partial exemption Links to Accounts Production and VAT Filer for import of data Download transactions from bank statement

Created 20 Sep 18:36 by Alison Ford

Keytime Suite

0
1 Vote

Recurring Expenses

It would be great and would make our lives much simpler if we were able to add recurring expenses to the timesheet. A lot of businesses have recurring expenses and these have to be entered into time every single occasion depending on the recurrenc...

Created 03 May 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0