Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Internal Approvals

In order to cut down on scanning / printing approved client documents in order that a partner can approve them before they are filed with HMRC, it would good that these internal approvals are treated in the same manner as external client approvals.

For example: to enable the Accountants report to be signed, we print off the accounts and OpenSpace approval before handing this to the partner to sign the Accountants report. This is then scanned, file with HMRC and filed in IRIS Docs.

Ideally, when uploading a document to OpenSpace for a client to approve, you should be able to stipulate what happens when the document is approved e.g. routed to the partner to approve online without the need for printing.

  • Mike Keanly
  • Jan 23 2019
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