Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
1 Vote

Companies House name checker

When Iris validates names against the Companies House schema it appears to use slightly more onerous validation than Companies House themselves. In my experience, when users are presented with an error message that tells them something will be rej...

Created 20 Sep 11:27 by Mike Rofe

IRIS Accountancy Suite / Accounts Production

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
3 Vote

Universal search

Easily locate any files, folders, conversations, tasks or events that have been uploaded to the various groups and folders within your portal.

Created 24 Jul 10:26 by Mike Turner

IRIS OpenSpace (archived)

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
2 Vote

Clear Payment references when clients pay through OpenSpace i.e. the client code shows on bank statement

Currently payments only show up as a stripe payment when they go into our account. It would be useful to know the client code or name as the payment reference because at the moment we have to try to match email notifications to amounts only- there...

Created 20 Jan 13:39 by Guest

IRIS OpenSpace (archived)

0
2 Vote

Client manager visible in search mode

It would be really useful if we could see the Client Manager and Client Category in the main search drop down list. Currently we have to go into each client to see who deals with what client when taking phone calls and for post but if it were visi...

Created 17 Jan 12:11 by Guest

IRIS Accountancy Suite / Core

0
1 Vote

access bookings made out of hours in IRIS Staff Planning

In IRIS Staff Planning it is possible to make bookings for out of practice hours. However, once the booking has been made it is not possible to access them again. It would be useful to change this so that users can access and change the out of hou...

Created 24 Aug 14:07 by Ben Webb

IRIS Accountancy Suite / Practice Management

0
1 Vote

"Is partner of the firm" to be accessible by either staff privilege or group permission

Currently any user who's group permission for "Staff members and groups" is set to either Full Access or Restricted access is able to select the option "Is partner of the firm". I would like to be able to have the option greyed out unless the staf...

Created 24 Aug 09:22 by Satinder Dhanda

IRIS Accountancy Suite / Core

0