Ideas

Create PDF versions of the training notes that can be shared with colleagues. Currently when printing as a pdf the format doesn't align to be able to read the notes clearly.

Allow the posting of staff expenses to the register in the same way we do for non order invoices. We can then see an audit trail of the authoriser and ensure it's authorised by the correct person.

It would be really helpful to administrators if web users could reset their own passwords.

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

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...

Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

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?