Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Larger font for the IR mark on review and file screen of tax returns

please make the IR mark largewr on the tax return review and file screen to make life easier. we have to check the IR mark on the screen to the signed page and the current font is too small before submission (especially on large monitors)

Created 18 Jan 14:58 by e l

Taxfiler / Tax

0
1 Vote

Option to block time posting to specific non-chargeable activities

As we've been using Iris for time and fees for many years, we have a long list of non-chargeable activities, some of which we no longer want staff posting to.. e.g. "Furlough leave" It would be really helpful to be able to block time being posted ...

Created 18 Jan 11:43 by Andy Brewood

IRIS Accountancy Suite / Time & Fees

0
2 Vote

Ability to create one Trust & Estate tax return for an Estate in Administration for the whole period of administration (instead of doing one for each year in administration)

This is very useful for both reporter and HMRC since a formal return for an Estate in Administration is often treated as one administration period - which can span several years - not individual returns for each year. There are several conditions ...

Created 27 Mar 11:02 by Sophie Ganz

IRIS Accountancy Suite / Trust Tax

0
1 Vote

Select the template as the invoices are run in IRIS Fees (HW)

In IRIS Fees in Reports | Client documents add the option to select which Fees Template to use, and the staff member who entered the invoices to minimise the number of documents generated. For example, at the month end all the auto invoices are ru...

Created 06 Jan 12:07 by Ros Campbell

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Group Structure - allow for more accurate split for % owed on a sub

Allow for more accurate ownership of a sub %s to be inputted rather than round do the nearest whole number. I.e 99.5% or 57.5%

Created 06 Jan 11:54 by Guest

IRIS Accountancy Suite / Accounts Production

0
2 Vote

More line under phone numbers and emails

Certain client have quite a few contact details therefore the space provided under PM - ADDRESS - Numbers is simply insufficient. Would appreciate the opportunity to add more.

Created 04 Mar 14:21 by Guest

IRIS CRM

2
2 Vote

CT600: Export and print reports for transmitted & accecpted CT600 returns to HMRC via Business Tax

Can you please add the following function to Business Tax? We would like to be able to export to PDF/Excel/Word and be able to print a full list of Business clients that have been created in Business Tax for the purpose of seeing if the CT600's ...

Created 25 Feb 15:38 by Guest

IRIS Accountancy Suite / Business Tax

0
2 Vote

Live changes to on-screen accounts when posting adjustments/making entries in data screens

This is useful for adjusting client TBs and text editing accounts. The current position is that accounts need to be generated once adjustments/entries into data screens are made. Functionality to support true "dual screen" working where the accoun...

Created 19 Feb 16:22 by Guest

IRIS Accountancy Suite / Accounts Production

1
2 Vote

Make output in accounts production dynamic

If we are viewing say Ltd company report but want to check/have a look at individual figures in TB, we simply cannot do so unless we close down the report first and then open TB. This is really time consuming and frustrating act. Viewing multiple ...

Created 14 Feb 14:35 by Guest

IRIS Accountancy Suite

2 Already exists
2 Vote

Report that keeps track of entrepreneurs relief claims towards the lifetime limit

It would be helpful to be able to run a report or to see within a tab, the amount of entrepreneurs relief that has been claimed over the years towards the client's lifetime amount. When the relief is claimed, a box is ticked so it should be able t...

Created 12 Feb 16:58 by Guest

IRIS Accountancy Suite / Personal Tax

0