IRIS Financials Ideas Portal (Commercial & Charity)
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Updating multiple accounts

It would be great if you could update one account then copy new information to other accounts
Guest 10 months ago in PS Purchasing 2 Awaiting Further Feedback

Allow users to reset their own password

Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...
Guest over 1 year ago in PS Purchasing 1 Planned

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Guest over 2 years ago in IRIS Financials 1 Under Investigation

Ability to view passwords to check accuracy on typing

No description provided
Guest over 2 years ago in PS Purchasing 4 Planned

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Guest over 2 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest over 2 years ago in IRIS Financials 1 Planned

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Guest over 2 years ago in IRIS Analytics and Reporting 2 Already exists

PSF Report Column

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?
Guest over 2 years ago in IRIS Financials 0 Planned

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation