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Creating user accounts and applying them to more than one site (for groups)

Push down feature in Central. As we are a large group - we have central colleagues that need to access each site. We would like functionality where we create the user account and then push that to the relevant schools or all of them. For example a...
Guest over 1 year ago in IRIS Central / App 0 Planned

Keep Homepage Preference

When you unpublish a report to make a change it removes it from all users homepage if it has been set as as their Homepage Preference. This means you have to impersonate every user who has this as their homepage preference and reset the homepage p...
Amy Grainger almost 2 years ago in IRIS Central / App 0 In Discovery

Ability to Print off Reconciled Items during Bank Rec.

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...
Guest over 2 years ago in IRIS Financials 1 Planned

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith almost 3 years ago in IRIS Financials 1 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 12 months ago in IRIS Financials / Future development 1 Already exists

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood almost 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest almost 3 years ago in IRIS Financials 1 Planned

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews almost 3 years ago in IRIS Analytics & Reporting 2 Already exists

Add filters to the "Users" page

It would be useful if filters could be added on the "Users" page to filter on "Report Roles" and "Entity Permissions".
Sean Corrigan 12 months ago in IRIS Central / App 0

Bring back summary of reconciliations

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...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Under Investigation