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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

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Gathering Feedback - Approval on Journals

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Favourites Bar

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference
Guest about 1 month ago in IRIS Financials 0 Under Investigation

Remove 10,000 Row Limit

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...
Guest about 1 month ago in IRIS Financials 1 Already exists

TB - Exclude Zero Balances Option

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...
Guest about 1 month ago in IRIS Financials 1 Under Investigation

Gathering Feedback - GL Code Deactivation

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Iris Web Users - able to change own passwords

It would be really helpful to administrators if web users could reset their own passwords.
Guest 12 days ago in IRIS Financials / Future development 1 In Development

Unable to load document

When a user does not have to one or more detail lines on a REQ/PORD, when following the email link it will come up with an error saying unable to load document. Could this error be more specific, why can't it be loaded, what access is the user mis...
Guest 14 days ago in IRIS Financials 0 Needs review

Make Audit Log available for workflow approvals.

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Show who is logged into the system

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review