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...
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.
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...
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...
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
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.
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...
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.
To be able to restrict access to PARTS of pages, i.e. other staff to see name, photo etc but not personal details like dates of birth
Many staff want to see names, photos, departments etc of new or existing staff but should be allowed to see DoB etc and other personal details. Can there be a facility to obscure part osf pages not just the binary of restricting whole page or not
1
Planned for a future major release
1
In Discovery
