Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Easily create a year end period from interim periods

In accounts production, it would be really helpful if there was an easy way to create a year end posting file, with the values, from the 4 quarterly interim periods already posted.

Created 19 Oct 10:49 by Craig Wilson

IRIS Accountancy Suite

1 Already exists
1 Vote

Quick access to detailed billing decision report form within On screen Billing option

we like to be able to look at detailed WIP before authorizing and on screen billing. At the moment this means printing out a billing decision or 6 clicks to drill down via client view. If there was a quick link to the billing decision report from ...

Created 18 Oct 11:23 by sarah wilson

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Automatically link client electronic approval of openspace documents to transmission to HMRC or Companies House

Once a client has approved a document within openspace an automatic link that would trigger Iris to transmit to HMRC or companies house would be useful. Time saving monitoring approvals in openspace - then logging into tax or accounts production...

Created 15 Oct 16:43 by Guest

IRIS Accountancy Suite / Accounts Production / Business Tax / Personal Tax

0
1 Vote

On Screen write offs, similar to the on screen billing

It would be useful if there was a system similar to on screen billing for write off, where a staff member can draft a write off and send it for authorization via tasks before posting

Created 12 Oct 13:11 by sarah wilson

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Billing decision option on WIP tab on client maintenance screen

It would be really useful to enable you to print a billing decision directly from the WIP tab in the client maintenance screen rather than having to come out and going to the fees ledger.

Created 11 Oct 16:31 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

on screen write off drafting to require authorization similar to on screen billing

At the moment we use paper billing decisions to record potential time write off that are then authorized by the partner before posting into time. Could this be done on screen in a similar way to on screen billing to speed up the process?

Created 05 Oct 14:15 by sarah wilson

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Client list to be more accessible

I have never understood why, on both Time ledger & Fees ledger, there isn't an "existing client" icon on the first screen? Instead you have to click on "file" , then select "clients". I would have thought that selecting a client would be on...

Created 02 Oct 09:54 by David Price

IRIS Accountancy Suite / Time & Fees

0
1 Vote

For a Scottish unincorporated charity, where the reference to the "Charities Accounts (Scotland) Regulations 2006" is given in the accounts and specifically the examiners report, the words ""(as amended)" must appear after this text. Ie the correct text must be "Charities Accounts (Scotland) Regulations 2006 (as amended)". Please can you update this asap as we cannot amend this in the data screens and must always export the final accounts to word.

The above requirement is required by Scottish charity law.

Created 26 Sep 15:02 by Guest

IRIS Accountancy Suite

1 Will not implement
1 Vote

Add Alternative Agent to Datamining in IRIS Practice Management

This would make it much easier to identify clients who are attached to an alternative set of agent credentials for filing to HMRC / CH.

Created 26 Sep 10:02 by Andrew Love

IRIS Accountancy Suite / Practice Management

1
1 Vote

Add "Alternative Agent" ID to Datamining

This will allow easier identification of clients using alternative filing credentials.

Created 26 Sep 09:57 by Andrew Love

IRIS Accountancy Suite / Practice Management

1