Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

File security and limited access

We can restrict access to only certain email addresses at the client end, but at "our" end any colleague given Openspace access can see all clients. It would therefore be really useful to be able to restrict access to only certain email addresses ...

Created 21 May 13:39 by David Price

IRIS OpenSpace (archived)

1
2 Vote

Ability to print Task and Job lists on Practice Manager

Being able to print off tracking reports is an essential tool to track tax return and accounts jobs, as this give a document that can be used one to one with a team member and at managerial meetings etc

Created 18 May 10:27 by Guest

Taxfiler

0
1 Vote

Archiving Prior Year Account and CT600

To Archive prior year account once a new year has been set up so that two or three different account and CT600 is not showing for the same client

Created 08 Aug 14:27 by Guest

Taxfiler / Accounts

0
2 Vote

Allow refresh from the dividends database

If the dividends database has been updated since rolling the tax return forward, it would be good to be able to refresh the entries. If would also be useful to know when the dividends database has been updated and when to. First Requested May 2016

Created 04 May 15:13 by Paul Dix

Taxfiler

0
1 Vote

make the CCAB report the default in accounts production

At the moment, in data screens, we have to physically enter the CCAB report when preparing the company accounts for each client. It would be most useful if we could use a global default to the CCAB report instead of having to change each individua...

Created 02 Aug 10:27 by Guest

IRIS Accountancy Suite / Accounts Production

1 Already exists
1 Vote

Better error messages for client import failures

The error message for client import failures via CSV is very generic and gives no indication what the problem is. I had an instance where there was a format error in the UTR (I had "N/A" in the CSV instead of a blank cell) and the support team was...

Created 02 Aug 08:52 by Guest

Taxfiler / Practice Management

0
2 Vote

The ability to be able to enter a client terminated date in bulk.

This would be helpful to make sure that ex clients who left before this feature was added to Iris, can also be included and have a date entered in the terminated date box.

Created 22 Apr 14:24 by Guest

IRIS Accountancy Suite / Core

0
2 Vote

Ability to go directly to newly added / created Client

Ability to go directly to newly added / created Client. The only option after new client creation is to click back to all clients list. Then type the name or code again. Could we have a button to click us directly to this newly created one?

Created 09 Apr 10:22 by Tomasz Kardasz

IRIS OpenSpace (archived)

2 Planned
3 Vote

Transfer of assets between companies

S343 transfers of assets between companies. Allow users to move assets, all or groups, from one client on the database to another.

Created 18 Dec 10:22 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0
3 Vote

Short life asset expiry to be highlighted to the user when running a Bring Forward

At present where a short life asset is coming to the 'cut off' date, the user will only know about this if they view the 'Short Life Assets' report. It would be far more beneficial for this to be flagged up when the user selects the Bring Forward...

Created 18 Dec 10:22 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

0