What's new in IRIS OpenSpace?
Inclusion of Accountants on e-Signature requests
Staff can now be included on e-Signature requests, if they have been set up correctly. After all Clients have signed, Staff can act on the request. For a guide on this procedure click here.
We have provided the ability to switch off the dashboard counters. As we identified that this was causing a delay when our customers are logging into OpenSpace. For more information, click here
Subscription Page Updates
Staff users can now opt in to receive email notifications based on usage, to ensure the right people are notified to avoid running out of storage and credits. This setting can be enabled by going into settings, users, edit user and tick the box for receive notifications for my subscription.
IRIS Payments is a service that allows IRIS users to get paid online. IRIS Payments is powered by Stripe, a leading provider of internet payments software, and allows clients to securely pay invoices generated from IRIS Fees by credit and debit cards.
A request for payment of invoices generated from IRIS Fees can now be sent to IRIS OpenSpace, where clients will see a new ‘Pay’ button. Clients will be taken through a secure card payment process which, once payment has been made, will show as “Paid” in OpenSpace and automatically sends the receipt into Fees so you can review all pending payments and post them to the ledger at once.
IRIS Payments also introduces the ability to configure automated reminders to send emails for any unpaid or missed payments, to chase overdue invoices from clients. Also, you can automatically chase for document awaiting approval.
Clients can save their card details for future payments. Also, can view and pay invoices on their mobile devices.
To find out more about IRIS Payments, click here
IRIS Accountancy Suite Integration Enhancements
When on-boarding clients from IRIS Accountancy Suite to OpenSpace the Client Manager / Partner will receive all notifications for that Client. Also, set additional Staff Members to receive notifications, as desired.
You can now use an IRIS folder structure in OpenSpace, so, when you upload from a module such as IRIS Accounts Production it will go into the Accounts folder in OpenSpace. You can enable this option in OpenSpace, under Settings, Practice Details to get started.
On document upload from IRIS Accountancy Suite, you can send a secure short message to accompany the file, to share additional information with your clients. The message will show in the email notification they received.
Bundle documents Enhancements
We have enhanced this so you can to include bundling of excel and image files, along with word and PDF.
To find out more on these enhancements, click here
It is possible to produce e-Checklists for all clients in IRIS Personal Tax that have an OpenSpace account at the click of a button, automating the process of selecting who you can send these time saving information request forms.
To find out more on producing eChecklists, click here
Bundle Documents & View All Files
IRIS OpenSpace includes the ability to bundle multiple PDF documents into one. After doing so, you can request e-Approval or e-Signature on the bundled document. Also we have added All Files to your Dashboard. This enables you to search, sort and perform actions such as Delete, Download and Notify on multiple files at one time.
2FA adds an extra layer of security on login, as you will be emailed a code which is required in order to complete your login. Without the code it will not be possible to access your account. Login to your OpenSpace account, in the top right click on Account and will see a dropdown. On the dropdown click on Two-Factor Authentication, simply tick the box to enable this setting.
IRIS OpenSpace includes e-Signatures, allows you to request client’s signature for approval from more than one person within a company. Clients can add their signature using draw, type or upload image of signature to approve the document.
More information on eSignatures can be found here
You can upload multiple documents to clients and request approval from one or more users on each document. The addition of this functionality not only allows multiple documents to be uploaded for approval at the same time, but gives the ability to request approval of a document from more than one person within a company.
Administrators can now download a full client report (CSV) which can be opened in Excel for analysis. This report gives accurate client information helping you understand which clients are (or are not) fully engaged with you through your portal.
The report is accessed from the Clients section under the Home tab, and contains
Identifying information; Client ID & Client Name
Registration Status; status of your client user activating the login
Description; how the client was created, through integrated product
Last Login; when the account was last accessed by a client user
Size & Files; how much storage is the client using
Unapproved Files; how many files are waiting for client approval
Client Users; how many users have been given access to the client files, email addresses
Staff Users; check that staff users are receiving notifications for clients, email addresses
Notifications for specific clients can be delivered to specific staff users.
Administrators can setup the notifications for Staff Users in the Users section under the Settings tab, in addition to Staff Users being able to configure this themselves under User Details from the Account dropdown menu.
It is now much easier to search the list of available clients when setting up notifications for yourself and staff members:
Improved search function
New Status column
Client list sorting by ID, Name and Status
Toggle between All, Clients, My Clients and Not My Clients
Branding & Customisation
Take control of your branding and build your own client portal:
- Give IRIS OpenSpace your chosen client portal name
- Personalised URL for your clients to login to
- Use your logo in the application
- Add your own browser favourite icon
- Change the colour of the IRIS OpenSpace interface using simple colour pickers
- Fully customise the application with your own CSS
- Add your logo to the electronic approval certificates
- Choice to disable the IRIS ‘What’s New?’ for your users
It’s not just the application interface that can be changed. The automated notification emails can also be modified:
- Route emails from your address instead of email@example.com
- Append your own images to the header and footer
- Replace the email disclaimer with your own
- Amend the wording in the subject and body of all the email templates
Branding guide & tutorials
All the features are explained in the branding guide which is available from within IRIS OpenSpace. We’ve also created 3 tutorials that fully explain the different levels of website integration that are available.
All the branding functionality is available to Administrator users under the Customisation section under the Settings tab.