Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
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

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

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

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