Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
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
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
3 Vote

Field in PM Database for HMRC 15 digit tax code

With a lot mote residential CGT property sales occurring, it would be helpful to incorporate a field in the practice management database for the new HMRC 15 digit tax code. Can this be made available for the field to be in the tax tab on the clien...

Created 17 May 13:09 by Harpreet Lalli

IRIS Accountancy Suite / Practice Management

0
7 Vote

Ability to prepare joint rental accounts in accounts production and then to split the data into each owner's personal tax return

Ability to prepare joint rental accounts in accounts production and then to split the data into each owner's personal tax return. Current issue is that to prepare joint rental accounts, you must create a 'partnership' client. whilst you can specif...

Created 22 Nov 19:15 by Louis Evangelou

IRIS Accountancy Suite / Business Tax / Personal Tax

0
8 Vote

Charitable Incorporated Organisation (CIO) Accounts

A CIO is designed to be a non-profit organisation and gives the members/trustees limited liability protection without having to be a limited company. A CIO only needs to be registered with the Charity Commission and not with Companies House, reduc...

Created 18 Dec 15:48 by Alex John

IRIS Accountancy Suite / Accounts Production

0
1 Vote

To be able to edit the WIP Report template permanently

We would like to add an important note into the WIP document which would show on every WIP document generated.

Created 10 Jan 17:32 by Guest

IRIS Accountancy Suite / Practice Management

0
4 Vote

Modernise the fees module to enable emailing of invoices direct

The current fees module is antiquated in comparison to Quickbooks, Xero or Sage all of which allow the generation and emailing of invoices direct from the sales ledger- would revolutionise billing of say confirmation statement fees and/or sending ...

Created 30 May 08:48 by colin Truscott

IRIS Accountancy Suite / Time & Fees

0
3 Vote

Add Nationality as a Column/Field in Data Mining

The Nationality field is populated in IRIS PM, but is not available in Data Mining, despite all the other core fields pulling through

Created 07 Apr 09:07 by Matthew MacInnes

IRIS Accountancy Suite / Practice Management

1
7 Vote

When emailing through the communications tab, it would be useful to be able to include your email signature without having to copy and paste it.

It would be useful to have this facility because at the moment you have to copy and paste your email signature into the end of the email to make it look professional. There is not a facility to be able to include this.

Created 24 Aug 10:05 by Guest

IRIS Accountancy Suite / Practice Management

1