Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Easier way to enter a years worth of dividends which are different figures & dates each month

We input most clients dividends on a yearly basis at the year end and when they are a different date and amount each month it takes a long long time to enter each one individually to produce the dividend vouchers and minutes.

Created 18 Jan 09:51 by Guest

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Bulk VAT MTD Filings

A spreadsheet upload with client details, VAT numbers & VAT figures to bulk file MTD VAT returns would be very useful

Created 30 Jun 08:08 by Guest

Taxfiler / VAT

0
2 Vote

Why is the section marked 'dividends' instead of capital assets on the tax section?

Makes more sence

Created 11 Jan 15:40 by Guest

IRIS Accountancy Suite / Personal Tax

0
2 Vote

Employee additional replacement note to appear in filleted accounts as well as full or at least option to

Should you not wish to use Iris default screen for employee numbers but instead use a replacement note then the replacement note only appears in the full accounts and not in the filleted. Auditors are requiring separate wording for this note and f...

Created 17 Dec 17:34 by Guest

IRIS Accountancy Suite

1 Planned
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

Limit access to the "test" tax return facility on taxation modules

The "test" facility is available to all users of taxation modules on an indefinate basis, but it is my understanding that this is only required when you are setting you data up for the first time. Therefore the function is not required after initi...

Created 12 Dec 11:03 by Guest

IRIS Accountancy Suite / Business Tax / Personal Tax / Trust Tax

1
2 Vote

Copy company Categories to Company officers when creating new Clients

Working on the Client on boarding process and have discovered that although I can import Officers from Companies House, once they are all created I then have to go through each one and give them the same attributes as the main company. The only wa...

Created 05 Dec 10:43 by Dave Mowbray

IRIS Accountancy Suite / Core

0
2 Vote

Ability to define at a practice level the file naming convention of file output to automatically show key information such as tax year, year end, draft, final

ability to specify how a file such as a PDF set of accounts is named. E.g. for final full accounts y/e 31/12/2018 for ABC Limited (Client ID A001) printed on 31/01/2019 by IRIS user LE File name could be: A001-ABC LIMITED-FINAL-FULL ACCOUNTS...

Created 22 Nov 13:15 by Louis Evangelou

IRIS Accountancy Suite / Core

0
2 Vote

More AutoMail Tags

For example if preparing cover letter for Personal Tax return, to be able to provide high level breakdown of income within mail merge (rental, pension, self employment etc).

Created 22 Nov 12:45 by Louis Evangelou

IRIS Accountancy Suite / Automail

3
2 Vote

When existing addresses are offered to select, to be able to check which clients are currently linked to that address

This would be particularly useful when importing company details from companies house. the system can offer a collection of addresses in the same postcode area, and their is no way to check who is currently using an address. It would also/as an ...

Created 12 Nov 14:36 by Guest

IRIS Accountancy Suite / Core

1