Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Share certificate numbers to correlate with the shares as they are issued.

When issuing shares, if there is a mistake made and the share issue gets deleted, the certificate number increases and does not revert to the number before the deleted share was entered.

Created 03 Mar 12:11 by Guest

IRIS Accountancy Suite / Company Secretarial

1
1 Vote

Put client maintenance shortcut in the lefthand bar of the practice suite main menu and put a search field in the client maintenance screen to switch between clients quickly

quickness

Created 18 Feb 15:51 by Guest

IRIS Accountancy Suite / Core

0
1 Vote

More options in Configure ListView Control

It would be useful to be able to select more options, such as 'statutory deadline' and 'client service notes' in the Job Stages screen. This would help to see notes that have been added to the service, for example 'Kashflow client' or 'we do VAT' ...

Created 18 Feb 12:03 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
1 Vote

Time sheet automatically updated from Staff Planning

When a job/ activity is allocated to an individual on Staff planning can this amount of time be automatically allocated to that individual's time sheet. I.e annual leave. This feature already exists but is limited to public holidays.

Created 06 Feb 11:45 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

bulk delete a service for numerous clients

we accidentally clicked the bridge button whilst in job planning and it re-assigned the personal tax service to all clients that didn't have the service. this include all ex-client and potential clients that didn't need the service. this was over ...

Created 29 Jan 11:14 by Guest

IRIS Accountancy Suite / Practice Management

0
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
1 Vote

GIFT AID DONATIONS

Where clients pay by monthly STO/DD could you not have a field so that the entry is entered once and repeats? All number of payments in year with start or end date field useful

Created 16 Jan 09:02 by Ian Wolfson

IRIS Accountancy Suite / Time & Fees

1
1 Vote

To allow Directors tags to be used in Automail templates for a Company.

We are trying to pull through directors date of birth and residential address to an automail template for a company but there is not currently a feature for this. We have a letter where we would find this extremely useful.

Created 13 Jan 15:27 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Include fee reversals in Export postings to CSV

Export postings to CSV is an essential function if you want to use the IRIS Fees ledger and comply with MTD. However it ignores fee reversals. This is not a problem if the fee is reversed in the month in which it is raised, but if it is reversed i...

Created 13 Jan 09:35 by Martin Clay

IRIS Accountancy Suite / Time & Fees

0
1 Vote

IRIS Fee's - debt list which shows the outstanding invoices in more detail

Useful, as it show would show aged debt and current debt (for example if an invoice is over 30 days and needs chasing) separately, rather than all amounts due in one go. Would save time checking what is due and ensuring you don't chase the client ...

Created 09 Jan 10:19 by Guest

IRIS Accountancy Suite / Time & Fees

0