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IRIS Financials Ideas Portal (Commercial & Charity)
Status Awaiting Prioritization
Workspace IRIS Financials
Created by Guest
Created on Nov 16, 2023

Quicker posting of bank receipts on reconciliation screen

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatically post the REC document and allocate the two off. I think Xero does something similar to this although it's been a few years since I used it. We just find we are spending a lot of time posting REC documents when doing the bank rec. You could probably do the same thing on the payments side too.

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    Rowena Lee
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    Nov 22, 2023

    Hi Hannah. Thank you for your suggestion. We're actually already looking into open banking and discussing options like this. It won't be available in the very near future, but I can confirm that it's very likely to be implemented.