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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 over 2 years ago in IRIS Financials / Future development 0 Under Investigation

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 3 years ago in IRIS Financials / Future development 2 Under Investigation

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 over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Pay Scales

Within HR Manager/Management Options/Pay Scales, could there be a function to record the pay scales annually so historical data can be kept. At the moment you have to overwrite the previous pay scales.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 Good Feature

Staff Data Collection

Posting this as discussed at the Northern User Group. Could there be an easier way to do the data collection from staff, please? Can we share with them what data we hold for them and they could then respond with any changes. Thank you!
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 1 Good Feature

Keep historical data for staff

When information like address is updated, the system could keep historical data (previous addresses and date they were changed).
Guest over 4 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

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 over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Angela Herbert almost 3 years ago in IRIS Financials 0 Under Investigation

Click to Search

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest over 1 year ago in IRIS Financials 0 Planned