Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Make billing adjustments between partners where two partners act for the same client

There are times where, as an example, both an audit partner or tax partner should be attributed a part of the invoice total for a client that belongs to another partner. Add the ability to make billing adjustments for a particular invoice and then...

Created 20 Jun 07:05pm by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Bulk Delete: ability to filter on different fields, I.e attributes

atbthe moment when a client ceases to be a client the client ID is prefixed with a Z and an attribute added for the year. Within the new bulk delete it would be really useful to be able to filter based on that attribute

Created 20 Jun 09:46am by Richard Graham

IRIS Accountancy Suite / Practice Management

1
1 Vote

One Click production of forms and upload to OpenSpace

It has been requested that we have a one click option that produces the Tax Return, Computation and Schedules and automatically uploads them all to OpenSpace for the the client to Approve. It would be good if we could even automatically submit t...

Created 18 Dec 02:24pm by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Have the option to enter a Mixed Trust. IRIS will need to automate the figures

Have the option to enter a Mixed Trusts.

Created 18 Dec 01:33pm by Jenny Strudwick

IRIS Accountancy Suite / Trust Tax

0
1 Vote

Ability to have the tax computation in the same currency as the accounts if not £'s sterling but the CT600 in £'s

Accounts in euros, then go through to Business Tax, happy with the conversion routine as it converts to £'s sterling, but would like to see the tax computation in euros so it matches the accounts.

Created 18 Dec 10:22am by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0
1 Vote

Patent Box Deductions for Corporation Tax

The Patent Box Deductions enables companies to apply a lower rate of Corporation Tax to profits earned from its patented inventions and certain other innovations. Not all of the company profits may come from exploiting patented inventions. In orde...

Created 18 Dec 10:22am by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0
1 Vote

Carry out validation before the Return is printed

Some validation occurs after the tax return has been printed which means making changes and then re-printing it would be better if all validation was carried out before the Return is printed. Giving the user a button on the tool bar to carry out...

Created 18 Dec 10:21am by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0
1 Vote

Directors remuneration schedule

Ability to produce a Directors Remuneration schedule either as part of the comp or separately (or preferably, give the user the option).

Created 18 Dec 10:20am by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0
0 Vote

Edit date field in Client Communications tab before searching (find)

When opening the communications tab in PM it searches for all communications and takes time if there are a lot of items. If you could filter with the date field before it searches (finds) then this would speed the search up.

Created 30 Nov 03:29pm by Dave Mowbray

IRIS Accountancy Suite / Practice Management

0
0 Vote

Reminders on PM - Like a pop up

To have a pop up on the main IRIS PM screen, so we can add 'client on stop', 'collects mail' etc - this would pop up as you open the client so that everyone is aware of the information, instead of using notes

Created 5 Oct 07:50am by Guest

IRIS Accountancy Suite / Practice Management

0