Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
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

Reset Trial balance export to MyWorkpapers

I would like to allow staff to be able to reset trial balance export to MyWorkPapers rather than having to give out super user credentials to them to be able to reset the trial balance for My MyWorkpapers.

Created 18 Nov 15:21 by Gurpreet Sran

IRIS Accountancy Suite / Accounts Production

0
2 Vote

To allow Directors tags to be used in Automail templates for a Company.

We are trying to pull through directors date of birth and residential address to an automail template for a company but there is not currently a feature for this. We have a letter where we would find this extremely useful.

Created 13 Jan 15:27 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Expression needed to pull signing dates based on those input in data screen

Our auditors insist that sentences just saying 12 months from the date of signing are not adequate and therefore the sentence needs to include that date. As we refer to this in 2 or 3 places in the accounts and have multiple signing dates that can...

Created 16 Nov 14:24 by Guest

IRIS Accountancy Suite / Accounts Production

0
1 Vote

Data screen needed for admin expenses and distribution costs

Our auditors often require us to disclose further information on items in both admin expenses and distribution costs. We do this using freeform notes but this means that there is no reference on the face of the P&L to the note in the accounts ...

Created 16 Nov 14:17 by Guest

IRIS Accountancy Suite / Accounts Production

0
1 Vote

Accounting policy screen for fixed asset investments

We currently have to use a freeform accounting policy screen to disclose the policy for fixed asset investments which then means we have to manually add the XBRL tag. If there was a standard screen for this it could be automatically tagged as the ...

Created 16 Nov 14:12 by Guest

IRIS Accountancy Suite / Accounts Production

0
3 Vote

Club & Association Accounts

Ability to create accounts for clubs and associations.

Created 03 Mar 15:43 by Steve Cox

IRIS Accountancy Suite / Accounts Production

0