Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Automail tag's from Trust Tax

We use automail to generate letters to clients with their tax return, and we import the amount of tax due (and any payments on account paid) from Personal Tax using the relevant tags. These tags do not exist for trust tax, so we cannot do this whe...

Created 13 May 14:28 by Matthew Oldfield

IRIS Accountancy Suite / Automail

2
1 Vote

Prior year adjustments to other reserve accounts

Currently Iris will only populate the reserves note with prior year adjustments with changes to the profit and loss reserves by posting via nominal code 475. There should be more flexibility to manage prior year adjustments in other reserve types ...

Created 05 May 15:47 by Steve McGregor

IRIS Accountancy Suite

0
1 Vote

A way to simply view the Company Structure.

I have been told that we can run a report within Company Secretarial to show Group Structure of a Company. However, we would like a button or link to somewhere that can show us the group structure of a company and those underneath it.

Created 05 May 13:58 by Guest

IRIS Accountancy Suite

0
1 Vote

Suggest you introduce 2 sided printing as this not available.

Everyone would benefit.

Created 31 Mar 11:27 by Guest

IRIS Accountancy Suite / Core

1
1 Vote

Share certificate numbers to correlate with the shares as they are issued.

When issuing shares, if there is a mistake made and the share issue gets deleted, the certificate number increases and does not revert to the number before the deleted share was entered.

Created 03 Mar 12:11 by Guest

IRIS Accountancy Suite / Company Secretarial

1
1 Vote

Put client maintenance shortcut in the lefthand bar of the practice suite main menu and put a search field in the client maintenance screen to switch between clients quickly

quickness

Created 18 Feb 15:51 by Guest

IRIS Accountancy Suite / Core

0
1 Vote

More options in Configure ListView Control

It would be useful to be able to select more options, such as 'statutory deadline' and 'client service notes' in the Job Stages screen. This would help to see notes that have been added to the service, for example 'Kashflow client' or 'we do VAT' ...

Created 18 Feb 12:03 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
1 Vote

Time sheet automatically updated from Staff Planning

When a job/ activity is allocated to an individual on Staff planning can this amount of time be automatically allocated to that individual's time sheet. I.e annual leave. This feature already exists but is limited to public holidays.

Created 06 Feb 11:45 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

bulk delete a service for numerous clients

we accidentally clicked the bridge button whilst in job planning and it re-assigned the personal tax service to all clients that didn't have the service. this include all ex-client and potential clients that didn't need the service. this was over ...

Created 29 Jan 11:14 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

GIFT AID DONATIONS

Where clients pay by monthly STO/DD could you not have a field so that the entry is entered once and repeats? All number of payments in year with start or end date field useful

Created 16 Jan 09:02 by Ian Wolfson

IRIS Accountancy Suite / Time & Fees

1