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
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

Names of people - Remove reference to female salutations only, as an option

Can we remove options 5 and 6 from the software? A few occasions where these options have been selected and it only highlights title if Ms or Mrs etc. If unnoticed it can rightfully upset clients, given its quite an archaic sexist option.

Created 18 Oct 09:13 by Guest

IRIS Accountancy Suite / Accounts Production

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
1 Vote

Non Resident Landlord Company iXBRL Accounts

Now that Non Resident Landlord Companies are required to report under Corporation Tax and HMRC have confirmed that iXBRL accounts must be submitted with the CT600 it's disappointing that Iris do not support this. Support have provided advice on ma...

Created 11 Oct 10:48 by Anonymous

IRIS Accountancy Suite / Accounts Production

2
1 Vote

Special symbols

Please could you prioritise allowing the system to accept special symbols like umlaut (i.e. 2 dots over the u)?We have a lot of foreign companies that registers with us, and they cannot submit their accounts electronically because you do not allow...

Created 06 Oct 10:44 by Guest

IRIS Accountancy Suite / Accounts Production

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
2 Vote

Introduce time and fees to work alongside PM

Tracking jobs and tasks via PM brings a major part of any practise into your software. The next step is surely to introduce a time ledger with the option of producing fees within the module or just marking the time as billed so removed from the ou...

Created 25 Mar 15:32 by Mark Watson

Taxfiler

0
2 Vote

Mail merge functionality

Can you add an option to send out an email to every client please

Created 23 Mar 10:56 by Guest

Taxfiler

1