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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
PINNED 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...

Ideas

Showing 349 of 3335

Icons on Dashboard

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.
Tina Hardy 12 months ago in IRIS Financials 0 Under Investigation

Reports Font Size

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...
Tina Hardy 12 months ago in IRIS Financials / Future development 1 Will not implement

Management Accounts Report

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
Tina Hardy 12 months ago in IRIS Financials / Future development 2 Under Investigation

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

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

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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 about 2 years ago in IRIS Financials / Future development 2 Under Investigation

Save the Children as a Charity Partner

Breakwater Academy would like to request Save the Children as a Charity partner so that they can complete fundraising activities with ease.
Guest about 2 years ago in IRIS PlusPay 0 Will not implement

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