Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Apply consistent formatting to reports

The formatting of the printed schedules is inconsistent. The schedules appertaining to the main return and Additional information are fine as are those for Capital Gains. However some are in a totally different format with a black banner at the to...

Created 10 Nov 11:34 by Tim Coombe

PTP Suite

0
1 Vote

Trust foreign income - auto complete of chargeable figures

For consistency, in the Trust package, there is no automatic filling in of the chargeable figures on the foreign pages (unlike the personal tax package).

Created 10 Nov 11:31 by Tim Coombe

PTP Suite

0
1 Vote

Be able to enter more details for foreign income sources

In the foreign pages, it would be useful to be able to put the name of the company etc from where the interest/dividend is paid and not merely the country. It is then easier to follow through from one year to the next

Created 10 Nov 11:09 by Tim Coombe

PTP Suite

0
1 Vote

CT - Request for a schedule for non-trade deficits on loan relationships

A schedule for non-trade deficits on loan relationships to keep track of amounts b/fwd, c/fwd etc. For example, the guidance notes for box 230 request that a breakdown is provided in the computations of how this figure is arrived at.

Created 08 Nov 14:00 by Tim Coombe

PTP Suite

0
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
2 Vote

Display client manager in client search results in main accountancy suite screen

Clients often don't know who their client manager is. It would save having to open the client record for receptionists to know who to put a client's call through to. It would also be useful to be able to have the client's main telephone number sho...

Created 11 Oct 18:24 by Carole Harris

IRIS Accountancy Suite / Core

1
2 Vote

Refresh buttton in personal tax

Incluide a button in personal tax which allows you to refresh the data, like there currently is in business tax

Created 21 Sep 08:31 by Chris Pratt

IRIS Accountancy Suite / Personal Tax

1
2 Vote

Journals in Accounts Production - Add New Rows to Top of Journal

When adding new rows into a journal in Accounts Production, add rows to the top rather than the bottom of the journal.

Created 20 Sep 21:49 by Alison Ford

Keytime Suite

1
2 Vote

Deleting Companies in Practice Manager to Also Delete Director Records

Enhance delete client routine to give option to also delete directors when deleting a limited company (members/partners in LLPs and partnerships). Software would need to check for links to other records first.

Created 20 Sep 21:47 by Alison Ford

Keytime Suite

0
2 Vote

Expand Practice Manager Mail Merge Data Items to Cover All Modules

Current Mail Merge data items are limited to Practice Manager. Suggestion is to expand to cover all modules. This will allow users to include items for Tax, e.g. tax liability or payment on account due within mail merge documents

Created 20 Sep 18:42 by Alison Ford

Keytime Suite

0