Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.
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 ...
In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Help option when you select a function or go to complete a transaction it will then attach the help to guide.
If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
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
Within Contracts module have a selection option for budget & ledger codes
Within Contracts module have a selection option for budget & ledger codes that would allow the user to select codes and ledgers as appropriate ie a settings option maybe
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Under Investigation
