IRIS Financials Ideas Portal (Commercial & Charity)
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Cancelling GRNs

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.
Guest 4 months ago in IRIS Financials / Future development 0 Under Investigation

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
Guest about 2 years ago in IRIS Financials 1 Under Investigation

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest over 1 year ago in IRIS Financials / Future development 0 In Development

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Guest 8 months ago in IRIS Financials / Future development 0 Duplicate

Longer descripton field on invoices

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Guest almost 2 years ago in IRIS Financials 3 Awaiting Further Feedback

Broadcast Message shown on Log On

It would be useful to be able to send a message to all users when they log on to the system, for example "Order Deadline is XXXX do not enter any orders after this date" Messages could be added/removed or edited as and when required.
Guest over 1 year ago in PS Purchasing 0 Awaiting Prioritization

Emailing Suite configuration

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Guest 4 months ago in IRIS Financials / Future development 0 In Development

Identify Service on Order so that no GRN is required

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...
Guest over 2 years ago in PS Purchasing 5 Planned

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest 5 months ago in IRIS Financials / Future development 0 Under Investigation

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Guest almost 2 years ago in IRIS Financials 1 Planned for a future major release