Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Data management: Be able to search for "cleansed" documents

When the document is cleansed as part of the deletion process, it removes the Group code but remains linked to "Related" entities. If the Related entities are deleted at a later stage, these links are removed and there is no way of locating the or...

Created 30 Dec 12:34 by Tina Allen

IRIS Accountancy Suite / Practice Management

0
3 Vote

Enable checklists to be logged onto communication tracking

It's useful for admin staff to find and print/use/send quickly once other departments have logged.

Created 10 Apr 16:54 by Guest

IRIS Accountancy Suite / Practice Management

0
3 Vote

Allow customisation of IRIS folders in OpenSpace

Since the upgrade to 19.1, uploads to the IRIS default folder structure have been enabled. However the feature is not usable for any existing usage of OpenSpace. We already have folders setup called 'Taxation', 'Accounts', 'VAT' but the new featur...

Created 10 Apr 09:49 by Guest

IRIS OpenSpace (archived)

1
3 Vote

Select a folder to download all files in that folder

At the moment if you select a folder it is impossible to download the contents, as it complains to untick folders and tick only files. It would be really useful to be able to download the contents of a folder as a zip file.. In fact any way to dow...

Created 15 Mar 09:46 by Andy Brewood

IRIS OpenSpace (archived)

5 Planned
4 Vote

Mobile app

Provide a brandable mobile app (iOS and Android) for IRIS OpenSpace for view workflow tasks; View documents e-Checklists Pay Invoices Approve documents Messages

Created 26 Apr 20:55 by Deleted User

IRIS OpenSpace (archived)

0
3 Vote

Would it be possible to datamine within personal tax data for those clients who had to pay the higher income child benefit charge in 2017/18?

Useful for tax planning mailmerges etc, just need the facility to select the data under miscellaneous

Created 06 Mar 15:39 by Guest

IRIS Accountancy Suite / Practice Management

0
3 Vote

Clients able to use the same email address as Husband/Wife

Some clients share an email address, for example husband and wife, so would be very useful to be able to add more than one client with the same email, but still have the correct name appear when approving a document.

Created 27 Feb 09:44 by Michelle Morton

IRIS OpenSpace (archived)

1 Will not implement
1 Vote

Ability to List shareholders on CS01 when required

I have had two instances recently when this would have helped. A CS01 was produced and the client wanted to cross reference the shareholding. Lists provided not that clear. On the second occasion, we have tried to rectify a CS01 error and just nee...

Created 07 Dec 10:44 by Guest

IRIS Accountancy Suite / Company Secretarial

0
3 Vote

Ability to delete OpenSpace account from within IRIS Practice Management

When a client ceases to be a client we have to manually visit the OpenSpace website and delete the associated account along with all remaining OpenSpace files. It would be really useful to be able to do that process directly from within IRIS PM th...

Created 11 Feb 16:04 by Richard Graham

IRIS OpenSpace (archived)

0
3 Vote

Report to extract client telephone numbers into CSV or Excel

We would like to be able to extract our client names and telephone numbers into a CSV or Excel file. This is so that we can import them to our telephone system so it can look up the name of who is calling us. At the moment we can only extract the...

Created 10 Jan 11:49 by Chris Trevor

IRIS Accountancy Suite / Core

0