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IRIS Financials Ideas Portal (Commercial & Charity)
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View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Guest almost 2 years ago in IRIS Financials / Future development 9 Already exists

Payment Run - Ability to deselect all items.

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Guest almost 2 years ago in IRIS Financials / Future development 5 Planned

Favourites Bar

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference
Guest 10 months ago in IRIS Financials 0 Under Investigation

User Holidays

Could there be a option to put an end date on the Users On Holiday tick box? Sometimes it can be forgotten to remove the tick once they're back. If the system could automatically do it on the end date entered, this could save some time.
Guest over 1 year ago in IRIS Financials 0 Planned

Importer Summary Info to display Document Number

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.
Guest about 2 months ago in IRIS Financials / Future development 1 Already exists

A report sent if significant increase in traffic on website.

It would alert us of significant increase in activity and enable us to look into why without us having to log in daily.
Guest about 2 months ago in IRIS Analytics and Reporting 0 Needs review

Report that shows commitments, supplier and PO within accounting Suite

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.
Guest over 2 years ago in IRIS Financials / Future development 1 Planned

Draft payment list to include net figure and supplier bank details

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...
Guest almost 3 years ago in IRIS Financials / Future development 3 Planned

Bank Reconciliation Warning

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Bank Reconciliation Quick Statement Search link

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.
Guest 4 months ago in IRIS Financials 0 Under Investigation