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 11 months ago in IRIS Financials / Future development 7 Already exists

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 2 months ago in IRIS Financials / Future development 1 Already exists

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

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 about 2 years ago in IRIS Financials 2 Already exists

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 9 months ago in IRIS Financials / Future development 2 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 over 2 years ago in IRIS Financials 3 Already exists

Send Reports directly from Reporting Suite

No description provided
Guest over 2 years 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 almost 2 years 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 almost 2 years 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 about 2 years ago in IRIS Financials 2 Already exists