IRIS Financials Ideas Portal (Commercial & Charity)
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Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Guest 7 months ago in IRIS Financials / Future development 1 Under Investigation

Printing Journals

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.
Guest 7 months ago in IRIS Financials / Future development 2 Already exists

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 about 1 year ago in PS Purchasing 0 Awaiting Prioritization

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

Updating multiple accounts

It would be great if you could update one account then copy new information to other accounts
Guest 7 months ago in PS Purchasing 2 Awaiting Further Feedback

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 almost 2 years 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 almost 2 years 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 almost 2 years ago in IRIS Financials 2 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 8 months ago in IRIS Financials / Future development 0 Under Investigation

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 over 1 year ago in PS Purchasing 1 Planned