Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
2 Vote

Default staff member per task

Please allow a default staff member per task

Created 16 Mar 18:20 by Alison Ford

Taxfiler

0
2 Vote

Ability to clear down Current Jobs in Time in bulk

There is no function for this at the moment and where we have periods attached to Jobs ACC/2019 for example, to clear these down we have to mark the job as not current in Timesheets.

Created 11 Mar 12:11 by Guest

IRIS Accountancy Suite / Time & Fees

0
3 Vote

Staff profiles and role based permissions

The ability to create staff profiles (e.g. tax junior, tax manager, accounts manager) and permissions based of these roles

Created 25 Apr 23:37 by Deleted User

IRIS OpenSpace (archived)

2
3 Vote

Chain signing

The facility to create approval workflows, where accountants can dictate a process for getting a document approved. This could be both internally (e.g. junior -> manager -> partner) or externally to clients

Created 25 Apr 23:36 by Deleted User

IRIS OpenSpace (archived)

0
1 Vote

Export postings to CSV function to include Client Categories

In order to import into other software by Client Categories

Created 25 Jan 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
2 Vote

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

This would hugely improve the usability of OpenSpace for uploading Corporation Tax packages to client. As present CT comps are added to Communications in a HTML format. It would be useful to be able to either produce these in a PDF format (like th...

Created 26 Feb 11:50 by Anonymous

IRIS Accountancy Suite / Practice Management

0
2 Vote

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

There is no way to click a box to bulk dismiss approved documents from the dashboard in open space. Each document has its own box that has to be ticked individually. Surely something can be done about this as it takes ages to clean up this Approve...

Created 12 Feb 09:47 by Guest

IRIS OpenSpace (archived)

1
1 Vote

Adding Client Manager to Selection Tab on Management Reports

You can currently select Job Manager and Client Partner but not Client Manager

Created 11 Jan 14:04 by Guest

IRIS Accountancy Suite / Practice Management

0

Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Suggest & prioritise ideas for our customer-driven roadmap

Filter by status

Filter by category

Introduce time and fees to work alongside PM

Mail merge functionality

Default staff member per task

Ability to clear down Current Jobs in Time in bulk

Staff profiles and role based permissions

Chain signing

Export postings to CSV function to include Client Categories

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

Adding Client Manager to Selection Tab on Management Reports

Filter by status

Filter by category

Identify yourself with your email address

Introduce time and fees to work alongside PM

Mail merge functionality

Default staff member per task

Ability to clear down Current Jobs in Time in bulk

Staff profiles and role based permissions

Chain signing

Export postings to CSV function to include Client Categories

ABILITY TO CONVERT CT COMPS INTO PDFS IN COMMUNICATIONS

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

Adding Client Manager to Selection Tab on Management Reports