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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

On the ISSUES tab - STATUS- is it possible to add ongoing rather than just OPEN/CLOSED

No description provided
Guest 3 days ago in Every Compliance / Issues 0

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

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 16 days ago in IRIS Financials 0 Needs review

Copy and Paste Sections on checklists

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...
Guest 10 months ago in Every Compliance / Compliance 0

Audit Trail re activity sign off across multi-site

Audit trail to easily identify where an admin has signed off activities across multiple sites.
Guest about 2 months ago in Every Compliance / Compliance 0

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

Title of schools in compliance matrix table page

Hi, Please could you build into the compliance matrix that when you school down the names of the schools on top come down with the page? As a regular user i spend ages going up and down to see which site the columns are for.
Guest 3 months ago in Every Compliance / Multi-Site 0

The ability to turn activities that are 'completed-awaiting documents' amber.

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...
Guest 9 months ago in Every Compliance / Compliance 1