IRIS Financials Ideas Portal (Commercial & Charity)
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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 about 1 year ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Advanced Bank Reconciliation - Add additional fields to the Column selection eg. Period.

Users are having to open up a document enquiry screen at the same time as using the Advanced Bank Reconciliation so they can check the period an item was posted in. It would be great if we could add to the list of available fields within the colum...
Guest over 1 year ago in IRIS Financials / Future development 0 Awaiting Prioritization

Quicker posting of bank receipts on reconciliation screen

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatica...
Guest over 1 year ago in IRIS Financials 1 Awaiting Prioritization

Chat box - either on Portal or Accounting

not sure if this request has any mileage, but is it possible to add the chat box facility on either the portal or accounting, which connects to the administrator, or the location help desk with in IRIS. Not sure if this is an IRIS system issue or ...
Guest over 1 year ago in IRIS Financials 1 Will not implement

Read receipt documents from emailers

My customer (SHA03) asked that there could be an option to receive a read receipt from the document emailers (document, remittance and statement) so that they know that the recipient has received and read the document sent to them
Guest over 1 year ago in IRIS Financials 2 Under Investigation

Password Requirements

Could the password requirements set in Administrator show to Users when they are changing their password?
Guest over 1 year ago in IRIS Financials 1 Under Investigation

Document enquiry location criteria

It would be really useful for those of us with multiple locations to be able to have a location criteria in the search functions in document enquiry so that when searching POINs it is easier to search just one location in the 200 documents rather ...
Guest over 1 year ago in IRIS Financials 2 Under Investigation

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 over 1 year ago in IRIS Financials 2 Already exists

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 over 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