IRIS Financials Ideas Portal (Commercial & Charity)
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A cashflow report that works across financial years

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful
Guest about 2 years ago in IRIS Financials 1 Development Complete

Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest 9 months ago in IRIS Financials / Future development 1 Under Investigation

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Guest over 1 year ago in IRIS Financials 4 Planned for a future major release

To have the ability to log people out from Active Session screen

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Guest over 1 year ago in IRIS Financials 0 Under Investigation

Amend Title of Goods Received Note to Goods/Services Received

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.
Guest over 1 year ago in PS Purchasing 1 Planned

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest 10 months ago in IRIS Financials / Future development 1 Under Investigation

Training Notes

Create PDF versions of the training notes that can be shared with colleagues. Currently when printing as a pdf the format doesn't align to be able to read the notes clearly.
Guest about 2 years ago in PS Purchasing 1 Under Investigation

Staff Expenses

Allow the posting of staff expenses to the register in the same way we do for non order invoices. We can then see an audit trail of the authoriser and ensure it's authorised by the correct person.
Guest about 2 years ago in PS Purchasing 0 Awaiting Prioritization

Repolling

Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.
Guest about 2 years ago in PS Purchasing 6 Planned

IRIS Cloud accounts - Password systematically change

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...
Guest 5 months ago in IRIS Financials / Future development 0 Under Investigation