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Tick Box to change the view between outstanding transactions and all transactions AP & AR

Change the drop down box to a tick box for changing the view between outstanding transactions and all transactions in AP & AR. This is minor but will have a big impact to those who regularly use the system.
Guest 31 minutes ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Stop using XLS

I have been told iFinance outputs reports as XLS and only accepts imports as XLS files. Please can we move on to XLSX files as Microsoft are tightening up on the use of them and they pose a security risk. We automatically quarantine XLS files now ...
Guest about 22 hours ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

idea for upgrating your IRIS element professional software

Hi, I am the IRIS element professional user. We found that 1. we could not put 'draft' watermark on the accounts as well as CT600 tax return. And 2.we also could not save the accounts as word format. 3.We could not use for our customers who are cu...
Guest 6 days ago in IRIS Analytics & Reporting 0 Needs review

Multiple tabs

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...
Guest 21 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Allocation Screen

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process
Guest about 1 month ago in IRIS Financials 0 Under Investigation

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Colour Yes- and - No - delete tabs in Green and Red

Hi, I’ve noticed that in some applications, when you press “Save” or similar actions, the “Yes/No” buttons are highlighted in red. While this works, I was wondering if it might be more intuitive to use green for “Yes” and red for “No,” similar to ...
Guest 21 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Approval on Journals

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review