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Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews over 3 years ago in IRIS Financials 1 Under Investigation

Project 'Timeline' Order - by date not name

Timeline tab within a project is like a GANTT chart however currently it lists bars by alphabetical by title. it would be better to list the items by date order i.e whichever has the first due date is the furthest left and the righ hand dates are ...
Liv Malthouse about 1 year ago in Every Compliance / Projects 1 Planned

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 3 years ago in IRIS Financials 1 Under Investigation

Spreadsheet Import Process Should Validate Calendar

If you import a spreadsheet with a blank value for the Calendar column, the event gets imported, but is unassociated with any calendar. That means the event is not visible in the front end. The validation for the spreadsheet should include a check...
Sarah Kattau over 2 years ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 In Discovery

On Screen Warning When Creating a New Calendar on Import

When importing events into Calendar Manager via a spreadsheet, it is possible to use one of the columns to specify which calendar(s) the events are to be placed on. If you mis-type the name of a calendar, the import process will create a new calen...
Sarah Kattau over 2 years ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

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 over 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 over 3 years ago in IRIS Financials 1 Planned

Set default view for Calendar

I've had several members of staff asking whether it would be possible to set the default view of the calendar to termly rather than them having to change it each time. Would this be possible please?
Guest about 11 years ago in IRIS Ed:gen & iSAMS / Calendar Manager 1 Good Feature

Report to highlight outstanding documents due back from Suppliers

The customer wanted a report to highlight outstanding documents that are due back from Suppliers but havent been received yet and a facility to send reminders to supply them
Angela Herbert over 1 year ago in Every Compliance / Other 0 In Discovery

Add additional field into the suppliers form

The customer wanted the facility to add additional fields into the suppliers form.
Angela Herbert over 1 year ago in Every Compliance / Other 0 In Discovery