IRIS Financials Ideas Portal (Commercial & Charity)
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See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Guest over 1 year ago in IRIS Financials 1 Under Investigation

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest almost 2 years ago in IRIS Financials 2 Planned

Workflow approval for multiple cost centres

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres
Guest over 1 year ago in PS Purchasing 1 Awaiting Prioritization

Add V6 feature to V7 to speed up bank reconciliation process

In previous models when users found an item on the bank statement that they needed to post, they could click “match selected” and the system would open a journal style page with the bank line pre-populated and all the user would need to do is add ...
Graham Fain about 2 years ago in IRIS Financials 0 Planned

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Guest over 1 year ago in IRIS Financials 3 Planned

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Guest over 1 year ago in IRIS Financials 2 Already exists

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Guest over 1 year ago in IRIS Financials 2 Planned

Allow users to reset their own password

Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...
Guest about 1 year ago in PS Purchasing 1 Planned

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Guest about 1 year ago in IRIS Financials / Future development 0 Under Investigation

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation