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Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest 12 months ago in IRIS Financials / Future development 1 Planned for a future major release

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans over 2 years ago in IRIS Financials 1 Under Investigation

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 4 months ago in IRIS Financials / Future development 1 Already exists

Push Rewards & Conducts Configuration

In the MIS Management area it would be very useful to be able to push R&C configuration settings, i.e. the Module Types and Categories.
Sean Corrigan 9 months ago in IRIS Central / App 0 In Discovery

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent about 2 years ago in IRIS Financials 2 Planned

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Select All Entities when creating MIS Management Group

When creating a Management Group in the MIS Management section, e.g. for pushing a Global List, it would be very useful in the "Select Entities" section to have at the top "Select All". This would eliminate the need to individually select each Ent...
Sean Corrigan 9 months ago in IRIS Central / App 0

Be able to email chase letters

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...
Angela Herbert 10 months ago in IRIS Financials / Future development 0 Duplicate

Set Homepage preferences by Role rather than user

At the moment to set a Homepage Preference you have to impersonate a user and set a report as their Homepage Preference. Can the functionality be added where you can assign a Homepage Preference to a Role rather than individual user?
Amy Grainger over 1 year ago in IRIS Central / App 1 Will not implement

Year group auto filters

The ability to filter data automatically based on what year group you are in. Currently you can only do this by school. this will remove the need of creating duplicate dashboards with filters, per year group.
Bradley Allen 5 months ago in IRIS Central / App 0