IRIS Financials Ideas Portal (Commercial & Charity)
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Be able to add new periods in bulk

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work. Why when...
Guest about 1 year ago in IRIS Financials 2 Already exists

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Guest about 1 year ago in IRIS Financials 0 Under Investigation

Add the ability to view a copy of emails sent from the document emailer

It would be really useful to be able to see a copy of sent emails for Purchase Orders, Sales invoices etc. If a customer or supplier says that they have not received an email, we would usually send a copy of the sent email as proof
Guest about 1 year ago in IRIS Financials 1 Already exists

Auto attaching to purchase orders

Is it possible to set up auto attaching so that you can attach papers to the order on the portal, we do attach manually at the moment.
Guest over 1 year ago in IRIS Financials 1 Under Investigation

Budget Enforcing to include commitments in the system

Since we began using PSF 8 years ago we have had the 'budget enforce' function turned on. Up until this year it has worked fine, however, I have been told it no longer takes into consideration any commitments in the system and allows budget holder...
Guest over 1 year ago in PS Purchasing 2 Already exists

DTT documents

When Importing large csv files, could the system let the user know the document number for the file imported, at the moment you cant tell if its successful from the import screen. Which could result in multiple imports.
Guest over 1 year ago in IRIS Financials 2 Already exists

Commitments report

Why cant we see the breakdown of commitments on the trial balance or the cost centre report, this is really useful for all users. It worked well in V6.
Guest over 1 year ago in IRIS Financials 2 Planned

Purchase ledger short cut

There must be a quicker way to get to the Purchase ledger.
Guest over 1 year ago in IRIS Financials 1 Planned

Print out the list of suppliers bank account details at the completing of the media so they can be checked

When the stage of completing the media evaluation was reached, the customer wants to be able to print out the list with the suppliers bank accounts and sort codes to get them checked before the file is uploaded to the bank. Currently this isn't av...
Guest over 1 year ago in IRIS Financials 1 Duplicate

Self-approval at PO but NOT REQ

Client requested that they would like an option to self approve at PO level but not at REQ level. This would then prevent the requisitioner from self approving their own document but often in small finance teams the PO approver needs to be able to...
Guest over 1 year ago in IRIS Financials 1 Planned