Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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 15:29 by Dave Mowbray

IRIS Accountancy Suite / Practice Management

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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 05 Oct 07:50 by Guest

IRIS Accountancy Suite / Practice Management

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0 Vote

See which clients are attached to a particular Invoice template

When looking at Auto Billing screen it would be nice to have an extra column showing which template is attached to each client. This way I can then see if any templates are no longer used and they can be deleted

Created 12 Jul 09:55 by Guest

IRIS Accountancy Suite / Time & Fees

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0 Vote

Share register information using other currencies

Wanting the ability to enter information in the share register using a different currency / multiple currency i.e Euro's and Dollars - which will have a knock on effect to the reports. Reports and registers will be affected as may now be Euro or D...

Created 31 Jan 16:08 by Alex John

IRIS Accountancy Suite / Company Secretarial

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0 Vote

Proof of tax charge, Tax Account Summary, Tax Reconciliation, Deferred Tax Charge Calculation, Deferred Tax Reconciliation

Add further lines to the summary of timing differences report to give more reassurance on the proof of the tax charge. We should include the Proof of Tax Charge and the Tax Reconciliation within the product.

Created 18 Dec 10:22 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

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0 Vote

Include a tagged profit and loss report within the Enhanced Tax Computation

Request for Business tax to have the functionality to include a tagged profit and loss report within the enhanced tax computation. Some accounts are prepared by clients outside of IRIS and do not include a P&L. The user would like the option ...

Created 18 Dec 10:21 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

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0 Vote

PTAX: Request to add option to enter property income dividends (REIT income)

Request to add a new section within the any other income or profit area specifically for property income dividends (REIT income)

Created 18 Dec 10:10 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

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0 Vote

Request for facility to bring L&P details from accounts to the L&P section of PT

Request to include a facility to bring property details; income and expense details from the accounts production module into the UK land and property section of Personal Tax.

Created 18 Dec 10:09 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

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0 Vote

The other pension data entry screen should account for different monthly pension amounts

It has been requested that IRIS Personal Tax cater for pensions received by allowing different monthly values to be entered. e.g. client received other pensions at two different rates - 6 months getting £1500 per month and the following 6 months g...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

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0 Vote

Warning that all of the entries have not been completed for a repayment claim

Submitted original or amended returns via IRIS Personal Tax which include loss carry-back claims, via Personal Tax – Reliefs – Miscellaneous – Tax Calculation – Tax Code and overpaid, underpaid and repaid tax. This makes an entry in box 15 of Page...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

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