Customer feedback & Ideas for IRIS

It would be great if the new field relating to the director's ID verification that lives in the client maintenance screen was available as a searchable field within Iris PM data mining so that we can create meaningful reports on those that still n...

There's currently no way to add the company's registered office to a note without having to type it out or copy paste it from elsewhere (and copying from Iris client maintenance is a pain). It would be great to be able to access this as an express...

The new layout is good but includes out of date income streams and has lost some of the structure of the original emed chart. For example the ability to show Direct and Local Enhanced Services totals separate along with the Dispensary breakdown. Y...

We have had a couple of issues where a director has been appointed and resigned after the year end, but we are unable to add them to the resigned after the year end screen. We can add a freeform note to disclose the fact they resigned after the ye...

Currently this is only set to report if the record is registered with time and fees. It would be helpful to be able to view this status if they are unregistered so we can identify records at a glance if they need to be blocked from posting.

Companies have been incorporated since 1850 and many are still around however IRIS only allows dates with 1900 at the latest. An older 19th century date can be listed on CH so the CS01 will get rejected, with no option to put correct details in IR...

Currently there are only 10 spaces for director resignations since the year end, this becomes a problem if there are more than 10 director resignations within a year/since the year end. Although a manual note can be added to the directors report t...

We have a lot of records that show no relationship to any records so appear to just be a floating non-client when actually they are related to a company as a PSC. There is no way of easily identifying this on the record. Could this be added to the...

When submitting FRS105 CT600 we are required to disclose the principal activity. However the box for FRS105 clients has been taken away in accounts production. Please could the data entry process include the principal activity for all clients repo...

It would be helpful to faciliate consolidation of share certificates where there are multiple holdings under a single member so we can provide a consolidated replacement certificate instead of multiple covering multiple holdings. Currently having ...