IRIS Financials Ideas Portal (Commercial & Charity)
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IRIS Financials

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Payment Run - Ability to deselect all items.

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Guest 19 days ago in IRIS Financials / Future development 0 Needs review

Links tabs in purchase ledger

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Guest 4 days ago in IRIS Financials 0 Needs review

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Guest about 2 months ago in IRIS Financials 0 Under Investigation

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Guest 19 days ago in IRIS Financials / Future development 0 Needs review

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest 3 months ago in IRIS Financials / Future development 1 Under Investigation

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Guest 2 months ago in IRIS Financials / Future development 7 Already exists

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest about 2 months ago in IRIS Financials / Future development 1 Planned for a future major release

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Guest about 1 month ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 month ago in IRIS Financials 2 Awaiting Further Feedback

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Guest 19 days ago in IRIS Financials / Future development 0 Needs review