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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 11 months ago in IRIS Financials / Future development 1 Will not implement

Ability to view passwords to check accuracy on typing

No description provided
Guest almost 3 years ago in IRIS PS Purchasing 4 Planned

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood almost 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest almost 3 years ago in IRIS Financials 1 Planned

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Export Wizard to include course information

On the Export Wizard option in HR Manager, add additional fields that can be exported into CSV/Excel format. For example the Course information area in Development & Appraisal. We can get some of the information out on Export Staff records but...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

eMail Staff an address/contacts/car details Data Collection form to check details

It would be good if we could automatically generate a data collection/checking sheet in bulk and email out to staff directly from within iSAMS for them to check and amend their details.
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / HR Manager / Teacher Portal 0 In Discovery

Year end process

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...
Jamie Vincent almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

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 about 1 year ago in IRIS Financials 1 Planned for a future major release

Payment Selection - untick all!

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.
Tina Hardy about 1 year ago in IRIS Financials 1 Duplicate