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Dual authorisation of supplier set up /bank changes

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...
Abbe Irving almost 3 years ago in IRIS Financials 1 Awaiting Prioritization

Ability to re-use tracking models - for e.g. by allowing a different reporting cycle to be selected and re-use the model

Tracking model data is based on reporting cycles. For new reporting cycles, the whole time-consuming process of creating the model needs to be repeated.Please include the ability of re-using models by changing the reporting cycles.
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 1 Good Feature

Workflow approval for multiple cost centres

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres
Caroline Hatcher almost 3 years ago in IRIS PS Purchasing 2 Awaiting Prioritization

Enable re-ordering of child folders in Tracking

Allow us to arrange the order of child folders in Tracking As you can re-order the models within them, but not the child folders themselves.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 In Discovery

Management Accounts Report - remove decimal spaces please!

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
Irena Bojanic about 1 year ago in IRIS Financials 1 Under Investigation

Ability to 'fix' budget

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.
Guest about 2 years ago in IRIS Financials 0 Under Investigation

Punchout

Could YPO be considered as a supplier for punchout?
Guest about 1 year ago in IRIS PS Purchasing 1 Planned for a future major release

E Procurement

Allow separate settings for trad and live databases
Guest about 1 year ago in IRIS Financials 1 Already exists

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent about 3 years ago in IRIS Financials 2 Already exists

Column Code shows instead of Column Name in Matrix/Module

In Tracking Manager when you import external data into a Matrix/Module it will display the Column Code shows instead of Column Name. To change this you have to copy & paste each Column Name value to the Column Code field for this to display co...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Awaiting Review