Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Automail - be able to use CSV file of client ID's to select clients for a mailing

We sometimes need to do a detailed selection of clients to send a mailing to by exporting our client list to Excel for further review and manipulation. We would like to be able to use the resulting client list from Excel to produce the letter run ...

Created 26 Oct 14:58 by Chris Trevor

IRIS Accountancy Suite / Automail

2
1 Vote

Create a product offering for companies doing their own accounts

As a qualified accountant, I would like to be able to submit my own Ltd Co accounts and CT600 through TaxFiler, however you currently need an agents logon to be able to submit accounts. I'm sure I'm not the only person doing my own accounts who wo...

Created 22 Oct 15:56 by Belinda Beretta

Taxfiler

1
1 Vote

Aged Debtors Report which includes split of VAT postings outstanding (standard & zero)

A report designed for being able to see from the Aged Debtors report how much of the clients' outstanding balance is standard rated or zero rated vat - when we run this report at the end of the VAT Quarter it is something we have to manually go in...

Created 19 Oct 14:12 by Guest

IRIS Accountancy Suite

0
1 Vote

Ability to add more than one Company Secretary

No description provided

Created 15 Oct 15:19 by Wendy Ilsley

Taxfiler / Accounts

0
1 Vote

Branch Accounts

replace "limited by shares" with "the branch of an overseas company " and allow entry of the parent company registration number

Created 15 Oct 14:14 by Wendy Ilsley

Taxfiler / Accounts

0
1 Vote

Subtotal Reporting on Client Name rather than ID

When running a summarised WIP report by staff, we are unable to show the client name in the report, only the client ID - this is frustrating as to drill down we then have to refer to another report.

Created 15 Oct 12:30 by Guest

IRIS Accountancy Suite

0
1 Vote

Forecast Accounts template

Hello It would really benefit from having a forecast accounts template as more and more banks, financial institutions and agents are asking for this for new clients/business. It'll be like a normal accounts but just have forecast accounts written ...

Created 12 Oct 11:49 by Guest

IRIS Accountancy Suite / Accounts Production

0
1 Vote

Ability to show the values in accounts in thousands

Update to be able to select the amounts shown from pounds to thousand pounds, for example: present 125,988 as 126. Update to the header to show '000.

Created 12 Oct 10:55 by Wendy Ilsley

Taxfiler / Accounts

0
1 Vote

Ability to submit "full" accounts to Companies House

No description provided

Created 12 Oct 08:00 by Wendy Ilsley

Taxfiler / Accounts

1
1 Vote

Add ‘email address' as a field in communications

In the staff control panel, on the communications tab, I would like to be able to see the email address of the clients that appear there. This would involve adding ‘email’ as a field to the configure list view control. I would like this so as to b...

Created 23 Sep 13:09 by Guest

IRIS Accountancy Suite

0

Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Suggest & prioritise ideas for our customer-driven roadmap

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Automail - be able to use CSV file of client ID's to select clients for a mailing

Create a product offering for companies doing their own accounts

Aged Debtors Report which includes split of VAT postings outstanding (standard & zero)

Ability to add more than one Company Secretary

Branch Accounts

Subtotal Reporting on Client Name rather than ID

Forecast Accounts template

Ability to show the values in accounts in thousands

Ability to submit "full" accounts to Companies House

Add ‘email address' as a field in communications

Filter by status

Filter by category

Identify yourself with your email address

Automail - be able to use CSV file of client ID's to select clients for a mailing

Create a product offering for companies doing their own accounts

Aged Debtors Report which includes split of VAT postings outstanding (standard & zero)

Ability to add more than one Company Secretary

Branch Accounts

Subtotal Reporting on Client Name rather than ID

Forecast Accounts template

Ability to show the values in accounts in thousands

Ability to submit "full" accounts to Companies House

Add ‘email address' as a field in communications