Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

It would be helpful to be able to have a default nominal for each job type

When billing, if each job had it's own default nominal this would reduce time putting one in each time. e.g Accounts 4502, Bookkeeping 4503, Payroll 4505

Created 25 Apr 09:27 by Guest

IRIS Accountancy Suite / Time & Fees

0
1 Vote

Company Secretarial - Shares in Foreign Currencies

Company Secretarial cannot deal with companies issuing shares in other foreign currency denominations (USD, EUR, etc). Please incorporate this facility as well.

Created 15 Mar 16:59 by Guest

IRIS Accountancy Suite / Company Secretarial

0
1 Vote

Enable change tracking on the SQL database for key tables so users can fire off triggers based on changes

When attempting to integrate with other cloud based workflow tools such as Microsoft Flow or Zapier, these can fire off any number of actions on the basis of a trigger occurring (e.g. create/modify/delete) For example, when a new client is created...

Created 11 Mar 18:27 by Louis Evangelou

IRIS Accountancy Suite / Core

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1 Vote

Share email address and telephone numbers with contacts that are already clients

For example, LTD company client, you want to set up the director as a contact via the contacts tab. IRIS allows you to 'share' the pre-existing director as a contact (you can type in his/her client reference and search in the database). even if th...

Created 11 Mar 18:00 by Louis Evangelou

IRIS Accountancy Suite / Practice Management

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1 Vote

Shareholder Search

Please would you develop the search function in company secretarial and/or data mining whereby you can look up 1 company's shareholdings in all the others you have on the system.

Created 05 Mar 11:02 by Guest

IRIS Accountancy Suite / Company Secretarial / Practice Management

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1 Vote

Practice Dashboard - show WIP days and Debtor days in Lockup tab

On practice dashboard, lockup tab, it would be useful to add two columns - WIP days and Debtor days. Lockup days is already shown, but often there will be a target WIP or debtor days given to managers and so it would be very useful to have this sh...

Created 14 Jan 11:43 by Chris Trevor

IRIS Accountancy Suite / Practice Management

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1 Vote

Add a Column on the Capital Assets page showing the Class of Shares

It would be helpful to see this rather than having to go into the share to see what Class it is so that you can pick it up easily. It would save a lot of time

Created 11 Jan 15:36 by Guest

IRIS Accountancy Suite / Personal Tax

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1 Vote

"On account" figure to be shown as negative please

At the moment, the billing decision report summary shows the total current work in progress and then (separately) the time billed on account so far. Both figures are however positive, which can be misleading. If the "billed on account" figure was ...

Created 11 Jan 10:57 by David Price

IRIS Accountancy Suite / Time & Fees

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1 Vote

Upgrade the logged email function in Practice Management

It would be helpful to have the email function within Practice Management upgraded so that a greater degree of text formatting (fonts etc) can be used, together with adding attachments. It would also be helpful to be able to add additional email...

Created 04 Jan 08:39 by Guest

IRIS Accountancy Suite / Practice Management

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1 Vote

Automail - Adjusting the letter date

It would be really useful to be able to adjust the letter mailing date on automail so we can print letters in advance. I've spoken to your help desk and they said this isn't something you do at the moment but agree it would be a useful feature. Ju...

Created 03 Jan 16:50 by Guest

IRIS Accountancy Suite / Automail

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