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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...
Guest over 2 years ago in IRIS Financials / Future development 1 Under Investigation

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent about 3 years ago in IRIS Financials 2 Planned

Add reason to allcases file in the SFTP output

I was wondering if it possible to add a 'Reason' column into the AllCases table? This would be really useful and make the data much more powerful - understanding the types of cases and why would be a useful set of information.
Guest 10 months ago in Every HR / Case Management 1 Good Feature

Links tabs in purchase ledger

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Angela Herbert over 1 year ago in IRIS Financials 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 over 1 year ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham over 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Trust-wide reporting of cases with complete audit trail

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...
Guest 11 months ago in Every HR / Case Management 1 Good Feature

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 over 2 years ago in IRIS Financials / Future development 0 Under Investigation

PSF Report Column

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?
Alex Squire over 3 years ago in IRIS Financials 0 Planned

Management Accounts Report - remove decimal spaces please!

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
Irena Bojanic 11 months ago in IRIS Financials 1 Under Investigation