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Payment Run History screen - Ability to filter/sort the information shown.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Awaiting Prioritization

Disposed Item Reporting that can be pulled by a specific date and same type for disposal

Tech secretary and tech team will be using to better keep track of devices we have disposed/recycled, etc. and disposal being able to pull by date. Ex. our last recycle was 9/20/23. We want to pull a report as of that date.
Guest over 1 year ago in IRIS Assets 0

Catalogue capacity

Would it be possible to increase the capacity of the cell for the product description in catalogue imports to say 35 or even 40, as the current 29 character capacity, means we have to truncate the item description to fit, which is not helpful to t...
Jamie Vincent over 1 year ago in IRIS Financials / Future development 0 Awaiting Further Feedback

News item created with automatic authorisation is published without the need for approval.

The news item created with automatic authorisation means no email would be sent and is shown authorised immediately. The user would need to un-check this box to send out the emails, there, unfortunately, isn't a feature to disable this by default....
Alan Lee almost 2 years ago in IRIS Ed:gen & iSAMS / News Manager 0 In Discovery

Advanced Bank Reconciliation - Add additional fields to the Column selection eg. Period.

Users are having to open up a document enquiry screen at the same time as using the Advanced Bank Reconciliation so they can check the period an item was posted in. It would be great if we could add to the list of available fields within the colum...
Becky Graham almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Quicker posting of bank receipts on reconciliation screen

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatica...
Hannah Matthews almost 2 years ago in IRIS Financials 1 Awaiting Prioritization

Chat box - either on Portal or Accounting

not sure if this request has any mileage, but is it possible to add the chat box facility on either the portal or accounting, which connects to the administrator, or the location help desk with in IRIS. Not sure if this is an IRIS system issue or ...
Jamie Vincent almost 2 years ago in IRIS Financials 1 Will not implement

Read receipt documents from emailers

My customer (SHA03) asked that there could be an option to receive a read receipt from the document emailers (document, remittance and statement) so that they know that the recipient has received and read the document sent to them
Angela Herbert about 2 years ago in IRIS Financials 2 Under Investigation

Password Requirements

Could the password requirements set in Administrator show to Users when they are changing their password?
Guest about 2 years ago in IRIS Financials 1 Under Investigation

Document enquiry location criteria

It would be really useful for those of us with multiple locations to be able to have a location criteria in the search functions in document enquiry so that when searching POINs it is easier to search just one location in the 200 documents rather ...
Caroline Hatcher about 2 years ago in IRIS Financials 2 Under Investigation