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View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest over 3 years ago in IRIS Financials 0 In Development

Allow more than one user to submit VAT MTD

At the moment the ability to submit a VAT return to HMRC via the MTD is limited to a single user account. This causes a significant problem if the person in question is absent from work for any reason when the VAT return needs to be sent. It would...
Guest 7 months ago in IRIS Financials / Future development 1 Under Investigation

Mandatory Document Attaching

Enable a function that makes attaching documentation mandatory to selected Activities, and not allow completion until attached.
David Morris 7 months ago in Every Compliance / Compliance 0

Service Level Agreement Tracking (Within Issues)

One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...
Guest 10 months ago in Every Compliance / Issues 0

Aged Creditors / Debtors Issue Docs

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Bank Reconciliation Search

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.
Guest 4 months ago in IRIS Financials 1 Planned for a future major release

Bank Reconciliation Quick Search link

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Supplier Refund

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Payment Run Link

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
Guest 4 months ago in IRIS Financials 0 Under Investigation

A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 11 months ago in Every Compliance / Contracts 0