Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

4 Vote

Transfer client ownership between Partners without losing historical reporting totals for the previous partner

Currently there is no way to transfer a client between two partners without all of the historical billing/WIP data now showing as being in the new partners figures, instead of the old partner. Adding the ability to change the partner and give a da...

Created 20 Jun 19:01 by Guest

IRIS Accountancy Suite / Core / Time & Fees

0
3 Vote

System generated letters to clients as part of job stages

Each month we will produce letters to clients inviting them to send in their books. As necessary we will then generate reminders. All of these letters are generated using datamining. We have created job stages, but we have been told th...

Created 21 Jan 16:08 by Paul Kelly

IRIS Accountancy Suite / Practice Management

0
1 Vote

Custom report builder

A report builder section allowing you to merge current standard IRIS reports. For example, we create a management pack for clients using the MT1, TRP, BL4 and CT report. The builder will allow you to pick reports, order them with page numbers, per...

Created 31 Mar 08:35 by Guest

IRIS Accountancy Suite / Accounts Production

0
1 Vote

To Update the Justification reasons when changing the accounting period as they state Europe not United Kingdom as on the AA01.

The form AA01 cannot be ticked using the Justification reason as the Third reason here, " Aligning with parent company in Europe" does not agree with the 3rd reason on the AA01 form, "You are extending the Company's accounting reference period to ...

Created 24 Mar 10:25 by Guest

IRIS Accountancy Suite / Company Secretarial

2 Planned
3 Vote

Greater options on job stage intervals

We use job stages quite extensively and would benefit from more options on intervals. The current set list does not fit all scenarios, for example re-enrolment occurs every three years, and some payrolls are the last Friday of each month. Somethin...

Created 15 Nov 17:40 by Guest

IRIS Accountancy Suite / Practice Management

1
3 Vote

Ability to delete not empty folders

Ability to delete not empty folders

Created 24 Oct 10:07 by Tomasz Kardasz

IRIS OpenSpace (archived)

1
4 Vote

Form companies limited by guarantee

Ability to produce formation details for a company Limited by Guarantee This includes a company Limited by Guarantee s60 exempt. i.e. Memorandum and Articles of AssociationAmount guaranteed for each member

Created 31 Jan 15:57 by Alex John

IRIS Accountancy Suite / Company Formations

0
1 Vote

Tagging Error - Account Code 415

Account code 415 does not seem to be tagging for ixbrl. I think it should as per account 414 as it is in the same account group. This creates a warning in ixbrl reports.

Created 08 Mar 11:14 by Guest

IRIS Accountancy Suite / Accounts Production

1 Planned
2 Vote

Allow attachments to be added to the PDF when printing

I would like some attachments to the CT and SA returns to be printed both when I send a PDF to the client for approval and when I print a PDF off the submitted version for my records. eg When I attach an explanatory schedule or a document to the r...

Created 15 Jun 08:50 by Guest

Taxfiler / Tax

0
2 Vote

New CGT reference (15 digits) for sale of residential property needs a field in the tax tab of practice management

No description provided

Created 09 Jun 09:11 by Ian Wolfson

IRIS Accountancy Suite / Practice Management

0