Customer feedback & Ideas for IRIS
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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
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