Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

21 Vote

Allow more editing of the checklist

The wording for joint property income and expenditure is misleading to clients, as it states "X% share of figures shown" but the figures shown actually represent 100% so clients get confused over whether to provide their share or 100%. If we could...

Created 30 Aug 11:55 by Guest

IRIS Accountancy Suite / Personal Tax

6
6 Vote

Different currencies for shares

Need to have the shares in dollars and when I produce the CS01 it only shows GBP. Possibility to have multiple currencies in the share register when adding shares.

Created 05 Jan 09:10 by Guest

IRIS Accountancy Suite / Company Secretarial

0
14 Vote

Pension Contribution warning/restriction

Taxfiler could easily give a review warning if pension contributions exceed net relevant earnings, or automatically calculate it and restrict the entry. Currently you can happily put any figure you like in as a pension contribution.

Created 20 Jul 13:56 by Paul Dix

Taxfiler / Tax

0
2 Vote

Ability to import shareholder information into Company Secretarial

We manage CoSec affairs for clients and are soon to be taking on a new client that has over 500 shareholders, who will all need setting up in Iris CoSec. They are all third party shareholders, so we don't want to add them as clients with a client ...

Created 21 Mar 10:45 by Guest

IRIS Accountancy Suite / Company Secretarial

0
14 Vote

FRS 105 LLP accounts

It would be helpful if the software could produce FRS 105 LLP accounts. Currently it is only set up to prepare FRS 102 accounts for LLP's.

Created 09 Jul 14:44 by Guest

Taxfiler / Accounts

1 Will not implement
15 Vote

Add ability to amend figures in current year estimated tax liability summary

Currently the estimate of the tax liability in the current year is based on figures entered in the prior year which cannot be edited. Please allow the figures to be edited.

Created 16 Mar 18:33 by Alison Ford

Taxfiler / Tax

1
11 Vote

Review reminder re SEISS/CJRS

It would be useful to have a review reminder to make sure we have reported SEISS and CJRS Grants - or alternatively, if we have entered something in self employment - SEISS Grants, a warning if we have not added in the Coronavirus income data inpu...

Created 12 May 08:19 by Paul Dix

Taxfiler / Tax

0
19 Vote

Provide e-mail as a target output for Automail templates

An increasingly large proportion of client contact is now by e-mail. Automail is a great tool for producing Word documents, but has no obvious means to directly generate an email. This functionality would make generating mailshots and standard "le...

Created 27 Sep 08:46 by Guest

IRIS Accountancy Suite / Automail

3
19 Vote

Link to Companies House on Practice Management basic screen

It would be great to have a button (say next to the registered number box) on the Practice Management Basic screen that links you to the company's profile on Companies House website. I presently cut and paste the company number into Companies Hous...

Created 24 Aug 07:39 by Lesley Cooper

IRIS Accountancy Suite / Company Secretarial

2
15 Vote

More specific filenames when uploading documents

When generating documents to upload to Openspace, the default IRIS OpenSpace Name Selection always pre-populates the name with a bland generic name such as Tax Return Report. It would be helpful if the default could be more descriptive eg “Joe Blo...

Created 18 Nov 13:38 by Michael Hart

IRIS OpenSpace (archived)

0