Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Staff profiles and role based permissions

The ability to create staff profiles (e.g. tax junior, tax manager, accounts manager) and permissions based of these roles

Created 25 Apr 23:37 by Deleted User

IRIS OpenSpace (archived)

2
3 Vote

Chain signing

The facility to create approval workflows, where accountants can dictate a process for getting a document approved. This could be both internally (e.g. junior -> manager -> partner) or externally to clients

Created 25 Apr 23:36 by Deleted User

IRIS OpenSpace (archived)

0
2 Vote

Date client added to Openspace column in client list

It would be really useful to have a 'date client added' column in the client list. This would help us when tidying up our client list and deleting those clients who have never registered. At the moment when you sort by status to find all the unreg...

Created 25 Oct 08:40 by Michelle Morton

IRIS OpenSpace (archived)

4 Planned
2 Vote

Ability to choose number of records displayed on the page

Ability to choose number of records displayed on the page - this is limited to 15 records which makes deleting big number of files in the folder time consuming as you can only select curren page -15 records This feature is already in Openspace if ...

Created 24 Oct 10:23 by Tomasz Kardasz

IRIS OpenSpace (archived)

1 Planned
2 Vote

Automated document expiry date - this will save time pruning old files if we can set a "use by" date for client files uploaded. Sharepoint will do this

Staff save time not having to prune files. Clients save time not having to trawl through so many to find their documents

Created 15 Oct 15:19 by Guest

IRIS OpenSpace (archived)

1
2 Vote

Ability to easily identify Non-linked clients within O/S

Some clients get manually created in O/S and sometimes PM clients get deleted. It would be really useful to get a list of those OS clients which are no (or no longer) linked to PM so they can be dealt with accordingly.

Created 21 Jun 09:41 by Richard Graham

IRIS OpenSpace (archived)

1
1 Vote

Ability to use one email adrress against multiple companies

We have clients who are directors of more than 1 company , and those companies have different other Directors. At the moment you cannot assign one email address to multiple companies.

Created 20 May 08:29 by Nikki Drake

IRIS OpenSpace (archived)

1
1 Vote

Ability to change the default Electonic Approval statements

When asking a client to digitally approve a document, would be helpful if we could change the default wording to something similar to the Automail letter, "lease check this return carefully" etc. and similarly when asking them to approve accounts,...

Created 17 Apr 10:54 by Guest

IRIS OpenSpace (archived)

2 Will not implement
1 Vote

Give Internal Openspace users the ability to approve documents

To allow director of the accountancy firm to approve documents using Openspace as well as external clients. Currently we have to use a different system so very clunky.

Created 18 Mar 08:58 by Guest

IRIS OpenSpace (archived)

1
1 Vote

Change 'Approve' tab to say 'Approve or Reject' as confusing if wanting to reject a document

Clients have managed on regular occasions that if they want to reject a document rather than approve, there is no such button/tab. We have to explain again and again that to reject a document you have to click on the 'Approve' tab which confuses t...

Created 17 Jan 12:04 by Guest

IRIS OpenSpace (archived)

0