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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

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Direct bank feed

Are Direct bank feeds available from Lloyds to IRIS Financials ? Is it a free service ? How long does it take to set up ? Can it do multiple bank accounts ? Is it only from Lloyds to IRIS, or can it take payments back from IRIS to LLoyds?
Jamie Vincent 19 days ago in IRIS Financials / Future development 2 Released

Streamline the process of creating a new user

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.
Philippa Dykes about 3 years ago in IRIS Financials 5 Released

Bring back the binocular search function

There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent over 2 years ago in IRIS Financials 4 Released

Period Default

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Guest over 1 year ago in IRIS Financials / Future development 1 Released

cancelation of part invoiced / delivered goods received notes

When an order is raised for a quantity of 10 items and the supplier is only able to deliver and invoice 8 of these it would be really good if you could just cancel the remaining 2 items instead of having to take the remaining 2 items into an invoi...
Guest over 1 year ago in IRIS Financials / Future development 2 Released

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Released

All documents awaiting authorisation in one palce

Currently authorisers need to filter by type to get PORDs, POINs and xxPIs. This is not user friendly for those who do not have any idea about PSF document types. They should be able to click search and get all of their awaiting authorisations no ...
Caroline Hatcher almost 3 years ago in IRIS PS Purchasing 5 Released

Be able to upload reversing journals (which reverse in the following month)

I post a lengthy month end journal each month which I reverse in the following month. I would like to do this as a csv file upload each month. When using the Journal Importer, as part of Step 3 'Define the mapping between target and data source' i...
Guest almost 3 years ago in IRIS Financials 1 Released

Add V6 feature to V7 to speed up bank reconciliation process

In previous models when users found an item on the bank statement that they needed to post, they could click “match selected” and the system would open a journal style page with the bank line pre-populated and all the user would need to do is add ...
Graham Fain about 3 years ago in IRIS Financials 0 Released

SEARCH USER FIELDS

It would be useful to be able to search in the user fields1,2 and 3, with out having to export as at the moment it has a grey block which does not allow you to enter any text and it does not have a drop down option either.
Guest over 2 years ago in IRIS Financials 1 Released