New dashboard alerts will help
accountants resolve issues in record
time
Datchet, January 11th 2012: IRIS
Accountancy Solutions has today announced the addition of
‘dashboard alerts’ to its cloud-based bookkeeping service, IRIS
OpenBooks powered by FreeAgent. The alerts will enable accountants
to set triggers based on important client activity that may warrant
a closer look, acting like an ‘early warning system’ so that
potential problems can be quickly identified and resolved.
IRIS OpenBooks was first introduced into the
market in May 2010, providing accountants with a way of offering a
jargon-free, easy-to-use bookkeeping system to their small business
clients through a collaborative, online system. The cloud-based
solution ensures that small business owners have 24x7 access to a
clear and accurate view of their financial positions and that
accountants can easily access this information.
Keeping an eye on the financial performance of
these clients has now been made even easier through the addition of
Dashboard Alerts. The alerts are definable rules which enable
accountants to set specific triggers based on client activity, or
even inactivity, which could signal a problem. For example, an
alert could be set up when an expense tops more than £500.
Once created, the alerts refresh automatically
each hour, giving accountants the opportunity to quickly react to
an issue and provide their clients with the necessary advice and
guidance to get the issue resolved.
Phill Robinson, chief executive, IRIS
Accountancy Solutions said: “Accountants are always looking at ways
in which they can add value to their clients and stand out from the
competition. IRIS OpenBooks already enables them to get a real-time
picture of what their clients are doing 24x7; this new development
means that they can now add even more value by stopping problems
before they escalate. It gives accountants a real opportunity to
support small businesses beyond basic bookkeeping and give them the
support and guidance they need in this challenging economy.”
The initial rule types include:
- Date since last log-in for primary or any
user
- Any transaction over a set amount, definable
for individual categories
- Number of unexplained transactions
outstanding from imported bank statements
Read more
about IRIS OpenBooks
About IRIS
IRIS Accountancy Solutions provides fully integrated software
and services to the UK accountancy profession and to corporate
accountants. Our solutions are used in 14,000 accountancy
practices and businesses across the UK.
In fact, over half of UK accountancy practices use our solutions
to improve client satisfaction, offer value added services, and
streamline their internal processes to become more efficient and
profitable. Despite their unique requirements and goals, our
customers all value the quality of the software and the quality of
the support and service they receive.
Their regular feedback and our enviable customer retention rate
of over 97% prove that we get it right year after year.
Follow us on Twitter: @irisaccountants
Press Contacts:
For further information
please contact Siobhan McNeill or Ingrid Semanikova at Octopus
Communications on 08453 700655 or email iris@octopuscomms.net