Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
To be able to restrict access to PARTS of pages, i.e. other staff to see name, photo etc but not personal details like dates of birth
Many staff want to see names, photos, departments etc of new or existing staff but should be allowed to see DoB etc and other personal details. Can there be a facility to obscure part osf pages not just the binary of restricting whole page or not
It would be useful to be able to copy an existing email template from the "Shared E-mail Templates" or "My E-Mails Templates" section. The current options are archive, edit or delete, and a copy button would be useful for when creating an addition...
Linking siblings with different mums/dads should be a lot easier to do without the contacts changing for both siblings. Setting the contact to private i find doesn't always work and then you cant remove the parent who shouldn't be linked because t...
The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.
Tina Hardy
about 1 year ago
in IRIS Financials
0
Under Investigation
It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...
It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
1
In Discovery
1
In Discovery
0
Good Feature
