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Security Question disable

We are using AD for Authorisation, All staff users are not able to reset the password with Security Question. If possilbe to disable this function would be great
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

SYSTEM TIME OUT SETTINGS- adapt this so when you are logged out and log back in- your previously open modules reopen.

SYSTEM TIME OUT SETTINGS- adapt this so when you are logged out and log back in- your previously open modules reopen.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert over 1 year ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

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 Planned

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 8 months ago in IRIS Financials / Future development 1 Under Investigation

Global Lists export

It would be helpful if we could export the values in a Global List to an Excel spreadsheet.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Add Cloud Portal Management login to the options for Batch Edit Properties in User accounts

This would make the system consistent with the other access options in the account details tab. It's going to be very helpful when we move over to the new cloud portal and need to give more staff access to the Cloud portal module.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Ability to hide 'Payment' tabs

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation