Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

IRIS OpenSpace approval for all areas

Currently only the tax return can be sent directly to IRIS OpenSpace for approval. Will it soon be possible to link other documents (Draft accounts, VAT) to IRIS OpenSpace for approval

Guest
Mar 23 2020

Taxfiler / General and Misc

Attach files

Enter a subject

David Keighley commented

May 20, 2020 20:02

Yes Nigel. It would be very helpful as currently, accounts need to be downloaded and uploaded AND the approval status is not shown on "Finalise" page

Attachments Open full size
Admin

Alison Ford commented

March 23, 2020 16:49

Thanks for the suggestion Nigel, this would certainly add to the completeness of the functionality.

Attachments Open full size

2 Vote

Ability to send accounts to Iris OpenSpace from within Taxfiler Merged

A user can send tax returns to a client for approval from within Taxfiler but this can't be done for accounts. The user needs to login to OpenSpace, select the client and then upload a file which is a cumbersome process.

Created 17 May 11:23 by Mark Watson

Taxfiler / Accounts

1 Planned