Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

6 Vote

Ability to add an Iris job to multiple clients at the same time

It would be useful and save a lot of time if you could add a particular new job to several Iris clients at the same time rather than having to go into each one separately.

Created 23 Jul 11:16 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
8 Vote

Report to keep track of pension contributions towards the annual pension allowance and amounts of carried forward allowance

When entering pension contributions, it would be helpful if there was a report or tab to keep track of the amount of contributions saved towards the annual allowance. In addition, a report or tab so as to calculate and keep track of unused pensio...

Created 13 Feb 16:36 by Guest

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Job Profile automatic job completion

It would be advantageous if the job stages which include payment of our fees were able to be automatically completed when fees are processed through time and fees.

Created 09 Feb 11:19 by Debbie Wildin

IRIS Accountancy Suite / Practice Management

0
2 Vote

Let Users mark Tasks as Unread

Once you open a task it shows as read and this cannot be turned back to unread as you can do in all email programs. This would assist people in managing their task lists

Created 18 May 13:07 by Chris Pratt

IRIS Accountancy Suite / Practice Management

0
1 Vote

PM Tasks

It would be advantageous there was an option within privileges to stop tasks being posted to staff members. For example when they have left or are on leave.

Created 06 Feb 11:22 by Debbie Wildin

IRIS Accountancy Suite / Practice Management

0
6 Vote

Email disclaimer and company logo and signature on outgoing emails

when we use action email to send out documentation to clients we need our email dsiclsiamer and signature and company logo to appear on these emails

Created 20 May 11:18 by Guest

IRIS Accountancy Suite / Practice Management

0
2 Vote

There is no capability within Iris Company Secretarial to produce form SH02 in respect of Redemption shares

We have just had to fill in a blank form SH02 and upload this ourselves to Companies House to file (Form SH02) to reflect redeemable shares having been redeemed. The issue is we cannot reflect this action on the Iris Database and it leavers our re...

Created 05 May 10:33 by Guest

IRIS Accountancy Suite / Company Secretarial

0
1 Vote

Billing decisions - ability to select more than 1 job (but not all) when running billing decisions report

When reviewing time and generating bills need to be able restrict it to the jobs that department is responsible for billing, rather than running multiple reports

Created 25 Jan 10:09 by Guest

IRIS Accountancy Suite / Time & Fees

0
5 Vote

Electronic signatures

It would be useful to be able to add electronic singatures (.png file or similar) to the accounts via IRIS, perhaps via the datascreens. Particularly for the signature on the accountants report.

Created 24 Dec 11:03 by Guest

IRIS Accountancy Suite / Accounts Production

1
6 Vote

Remove restrictions on length of client names

I understand the position with regards to HMRC and submitting forms and the restrictions they place on number of characters. We’ve had this with other software providers and can accept this. However, my point is that this shouldn’t affect the whol...

Created 10 Mar 16:18 by Alan Taylor

IRIS Accountancy Suite / Core

2