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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...

Ideas

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Delivery Address Accessibility

Could Delivery Addresses be added into Financials instead of being held in Distribution? Could the access to these be easier to understand, currently users need access to the Z Nominal which is easy to forget as it's not a 'real' nominal
Guest about 1 month ago in IRIS Financials 1 Planned for a future major release

'X' in Cloud

Could we remove the 'x' on the RDP? Users use this to 'log out' but then get issues with their log in staying connected, which leads to further issues logging in. Could we just remove the option, to prevent this?
Guest about 1 month ago in IRIS Financials 1 Will not implement

User-Friendly Importing

Could we make Importing more accessible? Instead of having to find a DTT through file explorer, could the system have them 'pre-loaded' and so we can select from a list instead. E.g. Open Importer - Select file you are trying to import from the li...
Guest about 1 month ago in IRIS Financials 1 Already exists

Duo Set Up

Can Duo be set up within Self Service, instead of needing to be requested through support? Also to show users who have been set up for this (enabled/disabled)
Guest about 1 month ago in IRIS Financials 1 Will not implement

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

AP - Admin functionality to change Supplier after PO has been approved

We have created a supplier on our system called credit card orders to cover the one off purchases on the credit card. We have come across a number of instances where the suppliers payment method in the purchase order (PO) is different from the inv...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bank Payment File Settings Profile for Natwest Bank BULK Payments

Natwest bank have a bulk template import and you do not have a bulk payment download This option>> 39. NatWest Bankline Standard Domestic Payment (.TXT) << produces multiple single line payments and multiple contras on Natwest Bank sta...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

User Holidays

Could there be a option to put an end date on the Users On Holiday tick box? Sometimes it can be forgotten to remove the tick once they're back. If the system could automatically do it on the end date entered, this could save some time.
Guest 11 months ago in IRIS Financials 0 Awaiting Prioritization

Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review