Customer feedback & Ideas for IRIS

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...

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...

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...

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 ...

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] ...

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...

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...

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 ...

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

Company Secretarial cannot deal with companies issuing shares in other foreign currency denominations (USD, EUR, etc). Please incorporate this facility as well.