Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Active OpenSpace client indicator

When generating a document in IRIS (draft accounts, personal tax return, invoice, AutoMail letter, etc.) there should be an indicator showing whether the client has an active OpenSpace account. This indicator should then help decide whether to upload the document.

  • Mike Keanly
  • Nov 30 2018
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  • Mike Turner commented
    30 Nov, 2018 10:23am

    Thanks, ill need to review the workflow in IRIS and come back to you.