Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Extending the characters for a name of a client on Practice managment

Having the ability to put in a name who exceeds the 20 character limit. This has resulted in not having their full name on their tax returns due to only being limited to 20 characters!

Created 16 Dec 16:56 by Guest

IRIS Accountancy Suite / Practice Management

2
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
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 Planned
4 Vote

Import Invoices via CSV

The ability to import a batch of invoices into IRIS Fees via CSV instead of having to manually input each invoice that we prepare manually and send out. There is an option to import receipts so why not invoices?

Created 04 Jan 16:24 by Guest

IRIS Accountancy Suite / Time & Fees

0
2 Vote

Dark theme

Allow settings to be changed to Dark Theme.

Created 18 Aug 15:19 by Nichola Tunstall

IRIS Accountancy Suite / Practice Management

0
8 Vote

Restrictions on filing based on previous job stages

Prevent filing of CT600 until previous job stage has been completed e.g. approval by Partner.

Created 19 Jun 15:00 by Dave Mowbray

IRIS Accountancy Suite / Business Tax

2
6 Vote

Billings - Ability to bill multiple clients, bulk run

Raise bulk invoices for the same job type. At present we have to raise invoices one buy one for say Confirmation Statement service. This can result in raising 000s of invoices each month individually. Better option would be if we are able to chose...

Created 02 Mar 23:42 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
1 Vote

Link main contacts via the Contacts Tab without requiring a shared address to connect them

Emails and numbers need to be linked to individual records with a way to specify the type of contact (i.e. main/billing plus things like secretary/bookkeeper/signatory or a free text field) and allow these to be cross linked across different recor...

Created 07 Jun 11:01 by Lexi Dew

IRIS Accountancy Suite / Core

0
5 Vote

Consolidations for all business types, including charitable companies.

Iris Accounts Production cannot currently prepare consolidated financial statements where the parent company is a charitable company. Enabling this would save a significant amount of time on those engagements where this is required.

Created 16 Nov 11:01 by Guest

IRIS Accountancy Suite / Accounts Production

3