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Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy almost 2 years ago in IRIS Financials / Future development 1 Will not implement

Send Reports directly from Reporting Suite

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Guest over 3 years ago in IRIS Financials 1 Already exists

Payment Run

I think it would be beneficial to have a similar payment run process to v6. Due to the current issue with Paylist IDs and because this issue could be caused by users having to post a document instantly whereas in V6 there was stages (provisional (...
Guest over 3 years ago in IRIS Financials 0 Duplicate

Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...
Guest over 3 years ago in IRIS Financials 1 Awaiting Further Feedback

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest almost 2 years ago in IRIS Financials 1 Planned for a future major release

Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Tina Hardy almost 2 years ago in IRIS Financials / Future development 1 Under Investigation

Printing Journals

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.
Tina Hardy almost 2 years ago in IRIS Financials / Future development 2 Already exists

Customise Delete and Insert for Timetable Import Process

The new Delete & Insert process for timetable imports allows us to delete parts of an existing timetable as part of the import process. However, if you select, say, to delete Week B, all of Week B is deleted: class data, availability and meeti...
Sarah Kattau almost 4 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 Good Feature

IRIS Cloud accounts - Password systematically change

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...
Becky Graham about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Ability to Show Cover Arrangements in Locate Free Objects and Periods

The Locate Free Objects and Periods feature on the Wizard Bar is very useful. However, it only uses details available on the published timetable, and does not take into account cover arrangements, e.g. that a room has been closed, or that a member...
Sarah Kattau about 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery