Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Audit trail of when checklist reminders have been sent.

Need to add a audit trail of when checklist reminders are sent to customers in the status screen. This will need to be able to track multiple reminders.

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Balance Sheet and Director's Report scripts to be justified.

Wouldn't it smarten up the output if the scripts on Balance Sheets, Director's Reports and notes pages were justified? Pages look sloppy when sentences end all over the place.

Created 25 May 12:36 by John Attfield

Taxfiler / Accounts

0
1 Vote

5 Year summary

We were looking to generate 5 years summary like we get from Digita. However, the formatting of IRIS is very poor compare to digita. Like in balance sheet, current asset and liability is not separated from current assets. The key ratios format is ...

Created 24 May 11:53 by Guest

IRIS Accountancy Suite / Accounts Production

1 Already exists
1 Vote

Automatically match fee postings to historical invoices

We have a system where clients pay by a monthly standing order and our payment date is 15th Monthly as standard. So on the 15th of the month we have many many pages of bankings to input into IRIS. We are now trying to import the csv file from the ...

Created 21 May 15:50 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Upload Taxfiler Tax Return questionnaire to clients in bulk via IRISOpenSpace

Currently can upload to each client separately, but would be great to be able to do this en masse.

Created 21 May 10:28 by Guest

Taxfiler / Tax

0
1 Vote

Link AML with New Client in Iris Suite

No description provided

Created 13 May 14:49 by Guest

IRIS Accountancy Suite / Practice Management

2
1 Vote

Allow invoices to integrate to payment software

More clients wish to pay fees online/via internet banking/card. Please can invoice templates be updated to allow payment portal links to be imbedded e.g. apple pay etc. where the client can use face / fingerprint recognition to authorize card paym...

Created 11 May 12:25 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Fees report to extract matching information in more detail

I am currently able to run a posting list which tells me the amount of a receipt that has been matched to a bill. Could this be expanded so it can show what bill it has been matched against please, not just the amount.

Created 11 May 12:22 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Add fee issued field to client records

Has Taxfiler ever thought about added a ‘fee issued’ field - so we can keep a record of clients who have and have not been invoiced?

Created 12 Apr 15:46 by Alison Ford

Taxfiler / General and Misc

0
1 Vote

Add new field for Notes under Quick Reporting section

Useful to see list of Notes given the range of dates

Created 12 Apr 09:38 by Guest

Taxfiler / Quick Reporting

0