Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Remove tick for 'allocation of allowances and deductions' on ALL clients tax comps

As a practice we are not keen on the new allocation of allowances and deductions section on the personal tax computations. We would like a practice level feature where we can remove it from all computations across the board rather than having to t...

Created 29 Oct 10:17 by Guest

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Related to include Shareholders

It would be useful to list Shareholder relationships in the related tab in practice manager. This would help when running reports to find Ltd companies and the related shareholders.

Created 25 Oct 08:53 by Michelle Morton

IRIS Accountancy Suite / Core

0
1 Vote

Add Partner and Manager columns to the client search screen from main menu

When looking up clients via search on the main menu is it possible to add columns for client Partner and Manager please. This must be the single biggest use of client search, and the hours that must be wasted each week having to click the client, ...

Created 24 Oct 12:31 by Chris Trevor

IRIS Accountancy Suite / Core

0
1 Vote

Add option to remove contents page from financial statements

A superfluous page in my opinion which although can be discarded once printed or saved as a pdf, must be included when producing ixbrl version for HMRC and Comanies House. This comment is very relevant for small companies or unincorporated busines...

Created 15 Oct 08:39 by Guest

IRIS Accountancy Suite

1 Already exists
1 Vote

Update IRIS Time / Fees reports to allow Word Processor to create .docx files

When trying to run a report in IRIS Time / Fees for paperless billing, the report is at being ran is approx 300+ pages long. Choosing the word processor details and you only get a couple of options with Word 2000 or later as the best option. How...

Created 08 Oct 11:14 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Ability to change 'do not finalise interims later than' date at job level in on-screen billing

We would like the ability to change 'do not finalise interims later than' dates at a job level in on-screen billing, (you can do this in adhoc posting). Any current 'work-around' needs to be done outside our normal billing process and/or recoverie...

Created 17 Sep 08:35 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Add ‘client manager’ as a field in task browser

In the task browser or the staff control panel tasks tab I would like to be able to see who the client managers are of the clients that i have tasks for. This would involve adding ‘client manager’ as a field to the configure listview control. At t...

Created 12 Sep 14:25 by Guest

IRIS Accountancy Suite / Practice Management

1
1 Vote

Add additional expressions - decimal places

Additional default expressions for gross profit margin % and net profit margin % would be useful (as used in the RAT report), as there's no way of showing decimal places in the current expressions designer. Alternatively, add the ability to show d...

Created 29 Aug 10:22 by Dave Young

IRIS Accountancy Suite

0
1 Vote

Remember posting batch view option when opening the posting screen

Selection of either all or batch in the posting entry screen reverts to the previous default of remembering the setting across the program. Having to select one or other every time you go into a different posting batch is a retrogressive step and ...

Created 06 Aug 11:15 by Guest

IRIS Accountancy Suite

0
1 Vote

More AutoMail tags connected to VAT Filer

At the moment, only the net payable figure is retrievable. Surely we should be able to pull up other information related to an obligation period. All fields in the following 3 database tables are a must: itb_VATPeriodInformation ,[ClientNo] ...

Created 19 Jul 22:49 by Louis Evangelou

IRIS Accountancy Suite / Automail

0