Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Live changes to on-screen accounts when posting adjustments/making entries in data screens

This is useful for adjusting client TBs and text editing accounts.

The current position is that accounts need to be generated once adjustments/entries into data screens are made.  Functionality to support true "dual screen" working where the accounts are kept live and refreshed with adjustments would save time and be more useful.

Additional support to combine some of the text boxes from the data screens directly into the accounts - so custom notes can be input directly into the accounts, rather than via a conduit.  Functionality similar to that offered by Caseware.

  • Guest
  • Feb 19 2019
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  • Admin
    Alex John commented
    27 Feb, 2019 04:10pm

    Please consider using the Interactive reports if not already doing so, this is where you can run the reports and drill straight into the screens to make amendments and it is even possible to add notes. This saves time as the reports do not need to be closed to then go and find the relevant data entry screen.