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Ideas

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Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Guest 11 months ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Guest 11 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Period State Access Level

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...
Guest 6 months ago in IRIS Financials / Future development 1 Under Investigation

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Guest 12 months ago in IRIS Financials / Future development 0 Duplicate

Editing completed online forms

Two things: 1) I think this has been mentioned elsewhere before but I can't find it in this section. It would be REALLY useful to have the ability to edit completed forms, for example parents who change their mind/want to add something else to the...
Guest over 2 years ago in IRIS Reach 1 Planned

Drag and drop attachment upload

I would love to be able to drag and drop files to attach them to emails for parents. This is much easier than having to save a file, then search for it and attach. I often have emails that arrive in my Outlook with attachments that I need to get o...
Guest about 2 years ago in IRIS Reach 1 Will not implement

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest 7 months ago in IRIS Financials / Future development 0 Under Investigation