IRIS Financials Ideas Portal (Commercial & Charity)
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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 about 1 year ago in IRIS Financials / Future development 1 Under Investigation

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Guest 8 months ago in IRIS Financials / Future development 1 Already exists

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 almost 2 years ago in PS Purchasing 2 Awaiting Prioritization

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 1 year ago in PS Purchasing 0 Awaiting Prioritization

Reporting Suite layout

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Guest 8 months ago in IRIS Financials / Future development 0 Under Investigation

Icons on Dashboard

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.
Guest 8 months ago in IRIS Financials 0 Under Investigation

Reports Font Size

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...
Guest 8 months ago in IRIS Financials / Future development 1 Will not implement

Cancelling GRN

When we cancel a GRN it would be useful if a link comes up to cancel the relating PORD and REQ. Currently there are 3 actions for every transaction. Very long winded.
Guest 8 months ago in PS Purchasing 1 Will not implement

Management Accounts Report

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
Guest 8 months ago in IRIS Financials / Future development 2 Under Investigation

Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Guest 8 months ago in IRIS Financials / Future development 1 Will not implement