IRIS Accountancy Suite Support – Support Guide

I would like to take this opportunity to say how pleased I am that you have chosen to join our user community.

Implementing new software is a big step for your business, so please do take the time to familiarise yourself with the contents of this guide.

The guide contains useful information, such as how to report a problem, how to give us feedback and the process for further improving the software.

I am very proud of our industry leading customer retention rate and our high levels of Customer Satisfaction.

I want you to be satisfied with your implementation and assure you that I and my team are here to help you to get maximum value out of your software.

Best Regards,

Ali Edgley – Head of Customer Support – Accountancy
IRIS Software Group

Here are the contact details for the IRIS Accountancy product support teams:

IRIS Support
• Log in to Service Cloud Community Portal
• Phone: 0344 815 5555

PTP Support
• Log in to Service Cloud Community Portal
• Phone: 0344 815 5555

Keytime Support
• Email: support@keytime.co.uk
• Phone: 0344 815 5555

Our address is:
IRIS Software Group
Heathrow Approach
470 London Road
Slough
SL3 8QY

For other IRIS Products please visit our Help Hub contact page.

Normal Support Hours
Our phone lines are open Monday to Friday 09:00 to 17:30 and we offer LiveChat Monday to Friday 09:00 to 17:30.

Although our Support team doesn’t mind assisting you, answers to many of the common questions can be found in our KnowledgeBase or Help Centre.  We also recommend that you ensure you have downloaded and installed the latest version which can be checked here.

For help with IRIS Products please visit our Help Hub contact page.

For IRIS to analyse and resolve problems, you will need to provide us with the following information:

• Your company name, site name and customer reference number
• Your name and the telephone number where you may be reached
• A detailed description of the problem
• Details of your configuration, such as server operating systems, office version

We are committed to resolving all incidents in the fastest available timeframe while maintaining the highest quality. You need to provide us with enough information to replicate the incident within Customer Support.

• We deem a problem resolved when:
• We have provided a workaround
• We have agreed to log an enhancement
• We identify the incident is a known problem
• You tell us that the problem is fixed
• The problem is not found to be due to any error in our products
• The problem is found related to an unsupported third-party application

We always try and get things right first time, but do recognise that from time to time problems are not solved on the first call and need to be escalated. We want to hear from you so we have a chance to put things right as quickly and efficiently as possible.

If you are not satisfied with the response you have received, please ask to speak to a Team Leader. The next level of escalation is to Team Manager, and following that the department head.

Note: This is not a legal document. Target responses and resolution times quoted here may vary from some customer contracts.

Useful links

IRIS Community Portal

IRIS Community Portal – Forgotten password

IRIS Help Hub

Raising a ticket – what can you expect?

To make sure your request is logged correctly and your Service level Target (SLT) timings start immediately, log all cases through the IRIS Community Portal.

Getting you to the right team first time

Create a case with one of our teams:

• Technical Support – For help with an IRIS product you have subscribed to.
• Billings Ops – For invoice and licence queries.
• Credit Control – For payment and statement queries.
• Renewals – For Contract queries.
• Customer Relations – For when raising a complaint. For more information about our formal complaint process, click here (opens in a new tab).

Prioritisation definitions

When logging cases with our teams, we must be able to quickly identify urgent issues preventing essential business operations, over those where the impact is minimal.

To help us prioritise your case effectively, use the definitions below (for non-technical queries, prioritisations are pre-selected:

What happens id the wrong priority is assigned?

When necessary, our Support teams will adjust the priority assigned to the case and you will receive an email notification advising you.

If you feel the new priority assigned is incorrect, contact us with any additional information you have.

Why can’t I raise a P1?

By definition, a P1 should only be used if your system is unusable and has a critical impact on your business. In this instance, contact us directly (Live chat or by telephone).

• This makes sure we can perform an immediate impact assessment and capture all the relevant technical information. This makes sure your case is escalated through the correct teams for the quickest resolution.
• It provides clarity and reassurance for you that we have the required detail, know about your issue, and are dealing with it.
• You can track the status of your case via the IRIS Community Portal (once logged).

We value your feedback and it directly influences the way we develop and deliver our products and services.

We use the popular Net Promoter Score (NPS) model for surveying customer’s after each incident is successfully closed and also twice-yearly to all users in summer and winter.

This model uses a 0-10 scale to measure the likelihood to recommend us. 0-6 is counted as negative Detractors, 7-8 Passives not counted and 9-10 as positive Promoters. The number of Detractors is subtracted from the number of Promoters and a Net Promoter Score is then plotted on a -100 to +100 scales. Some of the world’s best companies publish scores in the high 70’s and use NPS as a way to improve their businesses.

We use this feedback to drive change across our business and make us better to do business with. Please use any surveys that come your way to give us your valuable feedback on what we do well and areas to improve on. We read every response carefully and do take your feedback seriously. Thank you if you have already used these surveys to feedback to us.

We genuinely value receiving our customers’ suggestions for how we can further improve our software. If you have an idea for how the software could be improved, please submit it at our ideas portal.

In reviewing our product roadmap, our Product Management team take customers’ feedback into account.  We review demand for a particular change, so the most customers benefit, and analyse the potential impact on existing services, budget and resources if it were to be introduced.

To help our customers to ensure their compliance, we will always give greater weight to legislative requirements and prioritise these above general enhancement requests. This helps us to prioritise the order in which issues are addressed.

We offer a number of chargeable services to assist you in the successful installation and implementation of our products. These services include the following:

• Training in how to use the our products – online, on-site at your office or remotely
• Moving your product from one machine to another
• Network and standalone installation
• Microsoft Word Fees template creation
• Report Creation & Administration

Please contact our sales team to discuss which services would be most appropriate for your business.

Customer Support may request a copy of your data when a query cannot be progressed over the telephone. The data can be sent to us by various means such as external media (memory sticks/DVD) or by uploading to our secure FTP web server.

Customer data is dealt with in the strictest confidence. It will not be distributed to anyone who does not need to access it to pursue the issue for which it has been sent.

All data will be destroyed after we have completed our investigations, or after six months unless you request otherwise.

We take our obligations under the Data Protection Act 1998 seriously and will deal with any Personal Data (as defined in that Act) in accordance with that Act.

Our charter documents our commitment to you:

• We will listen to you
• We will be available for you
• We will aim to be easy to do business with
• We will communicate with you when you need us to
• We will put the customer at the heart of everything we do
• We will constantly try and improve the service we deliver to you

We are committed to conducting business in a respectful, ethical, straightforward, calm and professional manner. We believe that both parties – our staff and our customers – should feel safe, secure, and accepted regardless of their colour, race, gender, religion or nationality.

It is extremely rare that individuals do not respect these shared principles. We must stress, however, that we cannot tolerate any abusive language, profanity or gestures, either written or verbal, which result in our staff or a customer being ridiculed, excluded, harmed, intimidated, or humiliated.

All calls are recorded for both training and monitoring purposes and in the event of an implied breach of these standards, we will fully investigate the matter. The possible consequences of a breach include the following and will be assigned according to the severity, number and nature of any offences.

• Verbal warning
• Written warning
• Loss of entitlement to Customer Support services, or suspension in the case of an employee