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Future development

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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 3 months ago in IRIS Financials / Future development 0 Under Investigation

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham about 1 month ago in IRIS Financials / Future development 1 Already exists

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 about 1 year ago in IRIS Financials / Future development 3 Under Investigation

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson 3 months ago in IRIS Financials / Future development 0 Duplicate

Reporting Suite layout

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Tina Hardy about 2 months ago in IRIS Financials / Future development 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 about 2 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 about 2 months ago in IRIS Financials / Future development 0 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 about 2 months ago in IRIS Financials / Future development 1 Will not implement

cancelation of part invoiced / delivered goods received notes

When an order is raised for a quantity of 10 items and the supplier is only able to deliver and invoice 8 of these it would be really good if you could just cancel the remaining 2 items instead of having to take the remaining 2 items into an invoi...
Guest 9 months ago in IRIS Financials / Future development 2 Under Investigation

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert 3 months ago in IRIS Financials / Future development 1 Will not implement