IRIS Financials Ideas Portal (Commercial & Charity)
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Change location on invoice entry screen easier

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Guest 26 days ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Longer descripton field on invoices

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Guest about 1 year ago in IRIS Financials 3 Awaiting Further Feedback

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Guest 9 months ago in IRIS Financials / Future development 0 Awaiting Further Feedback

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Guest over 1 year ago in IRIS Financials 2 Awaiting Further Feedback

Catalogue capacity

Would it be possible to increase the capacity of the cell for the product description in catalogue imports to say 35 or even 40, as the current 29 character capacity, means we have to truncate the item description to fit, which is not helpful to t...
Guest 10 months ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...
Guest over 1 year ago in IRIS Financials 1 Awaiting Further Feedback