Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
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
1 Vote

SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR

Okay, so once the April / May period slows down a little it would be very useful to be able to focus on previous year clients that have not completed current year submissions. This will save huge amounts of time and effort and be easily done and m...

Created 13 Jun 11:58 by Guest

Taxfiler / Tax

0
2 Vote

Draft fee report

The ability to report on the details of draft fees in progress in the system

Created 25 Nov 15:33 by David Kime

IRIS Accountancy Suite / Time & Fees

1
2 Vote

Notes tab on client maintenance should be visible without having Practice Management open

The 'Notes' tab on client maintenance should be visible without having Practice Management open. It means everyone can view notes without needing a Practice Management license free. I can't see that there would be a significant, specific link to P...

Created 21 Nov 16:06 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

Table for finance lease commitments

Currently, there is a table for operating leases at Notes to Financial Statements > Balance Sheet items > Leasing Agreements. But there is no such table for finance leases where we can disclose the commitments over different time horizons.

Created 15 Nov 11:51 by Guest

IRIS Accountancy Suite

0
2 Vote

Notification that file was DOWNLOADED by client user or practice user

It would be handy to know and get notification that file was DOWNLOADED by client user or practice user

Created 13 Nov 11:15 by Tomasz Kardasz

IRIS OpenSpace (archived)

0
1 Vote

Add CIMA to the list of reports. ACCA, IFA, ICAEW etc are already listed for LLP's

All CIMA accountants need this may be add ATT as well.

Created 19 May 08:34 by Guest

Taxfiler / Accounts

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

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

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

Client manager visible in search mode

Universal search

SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR

Draft fee report

Notes tab on client maintenance should be visible without having Practice Management open

Table for finance lease commitments

Notification that file was DOWNLOADED by client user or practice user

Add CIMA to the list of reports. ACCA, IFA, ICAEW etc are already listed for LLP's

Staff profiles and role based permissions

Filter by status

Filter by category

Identify yourself with your email address

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

Client manager visible in search mode

Universal search

SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR

Draft fee report

Notes tab on client maintenance should be visible without having Practice Management open

Table for finance lease commitments

Notification that file was DOWNLOADED by client user or practice user

Add CIMA to the list of reports. ACCA, IFA, ICAEW etc are already listed for LLP's

Staff profiles and role based permissions