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IRIS Financials Ideas Portal (Commercial & Charity)
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Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Guest over 3 years ago in IRIS Financials 1 Under Investigation

Save timed out requisitions as drafts

It would be really useful if timed out requisitions/orders could be saved as drafts. In a busy school office, there are often interruptions part way through processing a requisition and by the time the staff get back to it, it has timed out meanin...
Guest over 2 years ago in PS Purchasing 0 Awaiting Prioritization

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 3 years ago in IRIS Financials 1 Under Investigation

Ability to view passwords to check accuracy on typing

No description provided
Guest over 3 years ago in PS Purchasing 4 In Development

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 3 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 3 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 3 years ago in IRIS Analytics and Reporting 2 Already exists

Approver check

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?
Guest about 1 year ago in IRIS Financials 1 Will not implement

Budget check percentage

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?
Guest about 1 year ago in IRIS Financials 0 Under Investigation

Users under a User Group

You used to be able to see which users were under a user group in v7. However, since turning on the new security, this is no longer available. Could we reinstate this please?
Guest about 1 year ago in IRIS Financials 1 Under Investigation