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IRIS Financials Ideas Portal (Commercial & Charity)
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Direct Debit Bureau

Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...
Guest about 22 hours ago in IRIS Financials / Future development 0 Needs review

Non Order Invoices

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...
Guest about 22 hours ago in IRIS Financials / Future development 0 Needs review

Default search

Is it possible to set all searches as all periods as a default, we spend hours searching the purchase ledger and everytime we go into it, we have to change the settings to be all periods, could this not be the default setting, across the board for...
Guest about 22 hours ago in IRIS Financials / Future development 0 Needs review

Detail enquiry Location filter

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...
Guest 15 days ago in IRIS Financials / Future development 0 Needs review

Importer Summary Info to display Document Number

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.
Guest 8 days ago in IRIS Financials / Future development 0 Needs review

A report sent if significant increase in traffic on website.

It would alert us of significant increase in activity and enable us to look into why without us having to log in daily.
Guest 9 days ago in IRIS Analytics and Reporting 0 Needs review

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest almost 2 years ago in IRIS Financials / Future development 3 Development Complete

Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest 23 days ago in IRIS Financials 0 Needs review

Allocation Screen

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process
Guest 7 months ago in IRIS Financials 0 Under Investigation

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Guest almost 2 years ago in IRIS Financials 4 In Development