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Importer Summary Info to display Document Number

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.
Kerry Moore about 8 hours ago in IRIS Financials / Future development 0 Needs review

Detail enquiry Location filter

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...
Sarah Durose 8 days ago in IRIS Financials / Future development 0 Needs review

Allow candidates to digitally sign documents as part of the recruitment process and allow selected document to be moved to their employee record if/when applicable

We would like to send job offer letters to individual candidates that have been signed by the CEO for the candidate to digitally sign as the second signer before converting the candidate into an employee. Further to this, we would like to be able ...
Guest 15 days ago in Every HR / Recruitment 0 Awaiting Review

Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest 15 days ago in IRIS Financials 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 almost 2 years ago in IRIS Financials / Future development 3 Development Complete

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 6 months ago in IRIS Financials 0 Under Investigation

Overarching permissions to Edit post/vacancies

Can permissions be given to a HR team member to allow them to edit Posts and Vacancies - As a Trust of 9 schools , admin errors can occur and it would be useful if I could edit/amend the errors centrally rather than having the school start the pro...
Guest 4 months ago in Every HR / Recruitment 0 Awaiting Review

Document Emailer - Automate PO sending when approved

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
Guest 8 months ago in IRIS Financials 3 Planned

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...
Alex Brace-Wyman almost 2 years ago in IRIS Financials 4 In Development

Bank Reconciliation Warning

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.
Guest 2 months ago in IRIS Financials 0 Under Investigation