Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

Increase selection limit in IRIS PM Workflow reports - e.g. can only select 10 job assignees

The workflow reporting is very restrictive at the moment as each field in the Selection tab can only be filtered to select 10 items. We operate across three offices in Scotland and so our managers need to run reports on their staff, but cannot sel...

Created 12 Jul 09:29 by Matthew MacInnes

IRIS Accountancy Suite / Practice Management

0
1 Vote

Engagement letter reports to include all clients

Currently you can only run an engagement letter report for Personal Tax Clients which states when a letter was sent and when it was returned. It would be helpful if this option was available for all clients. With the integration of Automail and Op...

Created 23 May 10:30 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Template to combine sole trader accounts with personal tax identifier fields

We usually send out sole trader accounts with details of their personal tax liabilities. The template we can use for personal tax will not correlate with the sole trader accounts status as sole trader is not a separate entity, it is the same as a ...

Created 30 Apr 08:29 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

It would be helpful to be able to have a default nominal for each job type

When billing, if each job had it's own default nominal this would reduce time putting one in each time. e.g Accounts 4502, Bookkeeping 4503, Payroll 4505

Created 25 Apr 09:27 by Guest

IRIS Accountancy Suite / Time & Fees

0