Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Searching for documents in Iris client communications tab

Would be so useful if you could enter the date range at the beginning of a search in the client's Iris comms tab. Rather than waiting for a list of documents to load based on a prepopulated date range, then changing to your specific date range, th...

Created 20 May 11:25 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

Auto file of accounts submission receipt into Docs.

Currently the accounts document saves but the submission receipt doesn't and has to be saved to a folder or desktop then file and save into Docs.

Created 01 Dec 08:17 by Nichola Tunstall

IRIS Accountancy Suite / Accounts Production

0
3 Vote

Prompt to update job stage assignee when change is made to Job Partner/manager/assignee

Currently if a job partner/job manager/job assignee is changed, it does not update the job stage assignees after this. You have to go into the job, assignments and clear and allocate for it to update. Can the system show a prompt when the job mana...

Created 23 May 13:55 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
13 Vote

Automatically add invoice numbers to the item descriptions on invoices logged in communications

When an invoice document is created and logged in IRIS communications, rather than just the generic “Invoice” wording on the description, adding the invoice number to identify one invoice from another would help. (e.g. “Invoice 12345” instead of j...

Created 20 Jun 18:55 by Guest

IRIS Accountancy Suite / Core

1
2 Vote

To allow more characters in the salutation box under contacts

The current character limit on salutations in the contact tab of PM is 20 characters. We have had numerous occasions where this would have been helpful if it was longer. Please can we make this longer??

Created 08 Nov 14:59 by Guest

IRIS Accountancy Suite / Practice Management

0
9 Vote

A multiple year trial balance that you can drill down into

Makes it easier to compare the movements in the expenses when they're made up of several items

Created 28 Feb 12:50 by Guest

IRIS Accountancy Suite

2
13 Vote

Ability to switch from one tax year to another whilst in a data entry screen

Functionality to switch from one tax year to another whilst remaining in the same data entry screen. This would allow the user to compare values entered for the same source from one year to the next and make entries if applicable without having to...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
5 Vote

Select multiple email addresses when sending a client an email

Currently when I go to send a document to a client via email, I can only select 1 email address from the client record. If I want to send the same document to other email addresses belonging to that client, I have to start from scratch each time. ...

Created 22 Feb 10:09 by Ben Webb

IRIS Accountancy Suite / Practice Management

0
6 Vote

Make Iris P11D a standard job type

It would be much better if the electronic submission confirmation automatically updates the relevant stage of the job profile, removing the need to manually update. It also means it is possible to quickly run an Iris report to get an actual pictur...

Created 06 Aug 12:51 by Martin Greig

IRIS Accountancy Suite / Practice Management

0
11 Vote

Improved Email system

Please add the ability to email direct from Fees Statements using the results of a datamined list. The present system is ludicrous - we end up manipulating an excel sheet to generate Client ID's 50 at a time using a datmined criteria. Also could t...

Created 14 Nov 14:35 by Guest

IRIS Accountancy Suite / Time & Fees

0