Customer feedback & Ideas for IRIS
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1
Vote
All data included as data input to appear on the 'View detailed report' on data input page
The 'view detailed report' on the data input page does not pick up all the data that is actually entered in the data input stage. So the view detailed report is incomplete. What I am requesting is that the 'detailed report' should be a summary of ...
Created 14 Dec 09:46 by Best Tax services Ltd
Taxfiler / Quick Reporting
2
2
Vote
Ability to only share client address
We have recently started using accountant go and the fact that the clients numbers and email address have to be shared between clients with the addresses is causing big problems in getting the mobile numbers over to accountant go. At the moment th...
Created 22 Jan 11:05 by Nikki Drake
IRIS Accountancy Suite / Core
1
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
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
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
1
Vote
LLP - Option to subtype in client/view/business type
No description provided
Created 17 Nov 12:14 by Guest
IRIS Accountancy Suite / Accounts Production
1
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
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