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Iris Web Users - able to change own passwords

It would be really helpful to administrators if web users could reset their own passwords.
Guest 9 months ago in IRIS Financials / Future development 1 In Development

Unable to load document

When a user does not have to one or more detail lines on a REQ/PORD, when following the email link it will come up with an error saying unable to load document. Could this error be more specific, why can't it be loaded, what access is the user mis...
Guest 9 months ago in IRIS Financials 0 Under Investigation

To have the ability to log people out from Active Session screen

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Angela Herbert about 3 years ago in IRIS Financials 0 Under Investigation

Documents

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Guest 10 months ago in Every Compliance / Compliance 0

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

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...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

MAT Monitored filters

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Guest 10 months ago in Every Compliance / Compliance 0

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

Add Contracts Category and status to the Contracts summary table as a column header on all sites

This would enable at a glance viewing using the search and sort field, especially handy for a Trust with multi sites. .
Angie Fisher 10 months ago in Every Compliance / Contracts 0

Contracts Administration: Reduce the need for manual intervention

Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...
Guest 10 months ago in Every Compliance / Contracts 0

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 over 3 years ago in IRIS Financials 2 Planned