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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Ideas

Showing 253 of 3295

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent about 2 years ago in IRIS Financials / Future development 0 Under Investigation

DfE SEN Data to pull across from ed:gen to central

As this is a requirement, this data is really needed to pull over.
Guest about 2 years ago in IRIS Central / Analytics 0

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest about 2 years ago in IRIS Financials / Future development 2 Under Investigation

Custom Register fields

To be able to build reports for custom registers, for example we have a KS2 banding field as a register and having this on reports would be helpful.
Paul WIlliams about 2 years ago in IRIS Central / Analytics 0

Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Tina Hardy about 1 year ago in IRIS Financials / Future development 1 Under Investigation

Printing Journals

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.
Tina Hardy about 1 year ago in IRIS Financials / Future development 2 Already exists

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Call other reports using Cross-report

I don't seem to be able to get Cross-report feature to work and this would be a really helpful feature. If it not available then please remove it as an option in Visualizations.
Nicholas Perry about 2 years ago in IRIS Central / Analytics 1 Will not implement

Add Last Logged In Date/Time to Users page

It would be useful to see when a user last logged in to Central on the "Users" tab.
Sean Corrigan about 1 year ago in IRIS Central / App 0