Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Demo company & IRIS certification

A colleague of mine had what I think is an excellent idea. Similar to that of Xero, IRIS should have demo companies for all different types of entities which users could access and test out certain postings and disclosures. This would of course in...

Created 10 Feb 23:59 by Karan Panesar

IRIS Accountancy Suite / Accounts Production

0
116 Vote

Show last years figures next to current year in all apsects of Personal tax including reports

Seeing last years figures on the same screen / report is valuable comparison

Created 23 Aug 11:48 by russell ball

IRIS Accountancy Suite / Personal Tax

6 Planned
10 Vote

Consolidate share certificates

It would be helpful to faciliate consolidation of share certificates where there are multiple holdings under a single member so we can provide a consolidated replacement certificate instead of multiple covering multiple holdings. Currently having ...

Created 25 Jul 14:32 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
10 Vote

Ability to block reversals of fees in previous years/periods

Just established someone has reversed a fee from a previous year/period. Don't understand why that is possile if a period / year has been closed. Thankfully they told us , otherwise our date driven reports would now be incorrect.

Created 20 May 11:18 by Guest

IRIS Accountancy Suite / Time & Fees

0
10 Vote

Form communication tracking

Because of other limitations it’s bizarre that the Communication Tracking log of the form details can only be saved prior to any XML edits have been made and so there’s no way to log a record of the actual form that ends up being submitted to CH.

Created 16 Feb 10:42 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial / Practice Management

0
9 Vote

Limited by Guarantee company member register

Guarantee companies without share capital are required to maintain a registers of members (as these often do not match the officers of the company we have to create manual registers because IRIS does not provide an option for maintaining members w...

Created 16 Feb 10:31 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
9 Vote

Number of shares exceeded - remove maximum limit

Many of our clients have exceeded the limits on the number of shares allowed to be input into the registers (something like 1 million shares I believe).

Created 16 Feb 10:29 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
40 Vote

An estate planning portal providing legal documents (wills, powers of attorney etc)

A solution to help develop additional income streams and/or build a probate book. An online interactive interview questionnaire, providing the right legal clauses unique to each clients' circumstances. The resulting documents are produced in real ...

Created 29 Aug 10:45 by Guest

IRIS Accountancy Suite / Trust Tax

3
3 Vote

Company logo on front page of accounts within IRIS Accounts Production

During a training session conducted last week, Tim Allsopp mentioned that he would look into the possibility of adding the company logo to the front cover of the accounts. We are currently moving operations from CCH to IRIS and this is something w...

Created 05 Aug 18:15 by Karan Panesar

IRIS Accountancy Suite / Accounts Production

4 Already exists
30 Vote

Be good if Automail could produce e-mail templates in Outlook rather than just Word

Increasingly more communications are being sent by electronic means but Automail only seems to cater for Word documents. Being able to setup up Outlook templates to populate from the IRIS Suite would be of great use and time saving.

Created 18 Oct 15:37 by Guest

IRIS Accountancy Suite / Automail

2