IRIS Financials Ideas Portal (Commercial & Charity)
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IRIS Financials

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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 about 1 month ago in IRIS Financials / Future development 7 Already exists

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Guest almost 2 years ago in IRIS Financials 3 Already exists

Send Reports directly from Reporting Suite

No description provided
Guest over 1 year ago in IRIS Financials 1 Already exists

Be able to add new periods in bulk

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work. Why when...
Guest about 1 year ago in IRIS Financials 2 Already exists

Add the ability to view a copy of emails sent from the document emailer

It would be really useful to be able to see a copy of sent emails for Purchase Orders, Sales invoices etc. If a customer or supplier says that they have not received an email, we would usually send a copy of the sent email as proof
Guest about 1 year ago in IRIS Financials 1 Already exists

DTT documents

When Importing large csv files, could the system let the user know the document number for the file imported, at the moment you cant tell if its successful from the import screen. Which could result in multiple imports.
Guest over 1 year ago in IRIS Financials 2 Already exists

Decimal places for budget values

Please can you make it so that budget values (whether uploaded manually or via a SQF File) are not rounded. We use Access Education, when we upload our profiled budget to IRIS, because IRIS Financial rounds to NIL decimal places the budget reports...
Guest over 1 year ago in IRIS Financials 1 Already exists