Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

12 Vote

Option to Add New Clients to OpenSpace

When creating new clients in Practice Manager prompt user to also create OpenSpace account. Software will automatically add to OpenSpace if answer is yes.

Created 20 Sep 21:32 by Alison Ford

Keytime Suite

1
10 Vote

Club and Association Accounts

Add format for clubs and associations

Created 20 Sep 21:42 by Alison Ford

Keytime Suite

0
8 Vote

Support for Office 365 in Practice Manager

Enhance Word and Outlook plug ins to support Office 365 (on-line click to run versions of Office)

Created 20 Sep 18:45 by Alison Ford

Keytime Suite

0
4 Vote

Support for Storing Multiple Email Addresses in Practice Manager

Add ability to store multiple email addresses on client records in Practice Manager. These addresses can then be uploaded to OpenSpace to give clients additional contacts

Created 20 Sep 21:51 by Alison Ford

Keytime Suite

0
3 Vote

Install Software for All User Profiles

Option when running software installation to install for all Windows user profiles

Created 20 Sep 21:43 by Alison Ford

Keytime Suite

0
3 Vote

SA-302 to Include DrillDown to Sources of Income

As part of the MTD project we need to update the SA-302 screen that contains a breakdown of the comp. A design phase before implementation is required; I would like to see sources of income and drill down options on each, taking you to the data so...

Created 20 Sep 18:22 by Alison Ford

Keytime Suite

0
2 Vote

Journals in Accounts Production - Add New Rows to Top of Journal

When adding new rows into a journal in Accounts Production, add rows to the top rather than the bottom of the journal.

Created 20 Sep 21:49 by Alison Ford

Keytime Suite

1
2 Vote

Deleting Companies in Practice Manager to Also Delete Director Records

Enhance delete client routine to give option to also delete directors when deleting a limited company (members/partners in LLPs and partnerships). Software would need to check for links to other records first.

Created 20 Sep 21:47 by Alison Ford

Keytime Suite

0
2 Vote

Expand Practice Manager Mail Merge Data Items to Cover All Modules

Current Mail Merge data items are limited to Practice Manager. Suggestion is to expand to cover all modules. This will allow users to include items for Tax, e.g. tax liability or payment on account due within mail merge documents

Created 20 Sep 18:42 by Alison Ford

Keytime Suite

0
2 Vote

New Cashbook Feature

New cashbook module: Cloud based so accessible by both accountant and client Analyses and summarises VAT, support for partial exemption Links to Accounts Production and VAT Filer for import of data Download transactions from bank statement

Created 20 Sep 18:36 by Alison Ford

Keytime Suite

0