Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

To allow Directors tags to be used in Automail templates for a Company.

We are trying to pull through directors date of birth and residential address to an automail template for a company but there is not currently a feature for this. We have a letter where we would find this extremely useful.

Created 13 Jan 15:27 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Include fee reversals in Export postings to CSV

Export postings to CSV is an essential function if you want to use the IRIS Fees ledger and comply with MTD. However it ignores fee reversals. This is not a problem if the fee is reversed in the month in which it is raised, but if it is reversed i...

Created 13 Jan 09:35 by Martin Clay

IRIS Accountancy Suite / Time & Fees

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1 Vote

IRIS Fee's - debt list which shows the outstanding invoices in more detail

Useful, as it show would show aged debt and current debt (for example if an invoice is over 30 days and needs chasing) separately, rather than all amounts due in one go. Would save time checking what is due and ensuring you don't chase the client ...

Created 09 Jan 10:19 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

On personal tax have the facility to carry back information details to previous year rather than just bring forward.

Bring in the idea of a cross year copy, with the option to carry forward or carry back to previous years. Useful if needing to amend a previous years tax return originally prepared by a previous adviser.

Created 08 Jan 11:22 by Kevin Taylor

IRIS Accountancy Suite / Personal Tax

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1 Vote

Group Task

To set up a task that will be assigned to a department or group where everyone is notified that is in that group or department rather than have to input each individual user.

Created 07 Jan 11:43 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Instead of using the mouse to click on the spyglass to search for a client, create a keyboard command to open the client browser.

It would be useful to everybody who view clients or makes posting in any IRIS product. It will save so much time as you wouldn't have to use the mouse every time and interrupt your flow! So much quicker for posting timesheets, invoices, receipts, ...

Created 10 Dec 12:24 by Guest

IRIS Accountancy Suite / Core

1
1 Vote

Total of hours on the face of the WIP / billing ledger

It very time consuming to add up all the various work to show the total hours spent on a clients affairs. Why cant the WIP/ Billing show the total costs and add a column to show the total hours.

Created 10 Dec 10:23 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Datamining to enable users to search for all personal tax clients that are also directors of companies.

I would like to be able to run a report that will show me all clients on Iris who are set up for personal tax returns that are also directors/partners of businesses stored on our Iris database. e.g. Joe Bloggs is a Director of Bloggs Ltd who nee...

Created 29 Nov 14:04 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

Remember the date for expenses in the new screen

The old process for entering expenses used to remember the date so you would only need to update it if the date changed. Now, you have to reenter the date for every expense. It would be great (and less time consuming) if you could amend the softwa...

Created 18 Nov 14:20 by Katie Williams

IRIS Accountancy Suite / Time & Fees

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1 Vote

Permission to stop staff amending automail letters

Currently anyone can open automail templates and amend as they see fit. Can a permission be made to prevent this or even once a template is made it is a read only template so if you amend it the changes won't save or overwrite to the original temp...

Created 13 Nov 13:56 by Karen Crowley

IRIS Accountancy Suite / Automail

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