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Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham 11 months ago in IRIS Financials / Future development 0 Under Investigation

Draft payment list to include net figure and supplier bank details

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 3 Under Investigation

Dot Tab for copying previous rows items not available.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...
Guest about 2 months ago in IRIS Financials 1 Under Investigation

Add Visa data to Batch API endpoint

Passport data is available but visa data isn't. This is anomalous. REST API is an additional cost. (Because it is designed for third parties?) Batch API can be used in school to extract data internally.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Batch API 4

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 7 Already exists

Restrict 'Move' on REG Documents

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Guest 2 months ago in IRIS Financials 1 Under Investigation

Allow Scholarship Data to be available through Batch or Rest API

We would like to add this to our power bi dashboards set up by a third party.
Guest 7 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

Please add Official Name to the Student Manager batch API

This is a vital field for parents to be able to review, but currently there is no way to present it to them.
Guest 2 months ago in IRIS Ed:gen & iSAMS / Batch API 0 In Discovery

Period Default

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Guest about 1 year ago in IRIS Financials / Future development 1 Planned

Bring back the binocular search function

There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent over 2 years ago in IRIS Financials 3 In Development