We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
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...
Search User Accounts by Forename & Surname (Fullname)
Presently we can search for user accounts by first name OR surname. However if I combine first name and surname together, regardless of order (first name then surname or surname then first name), the search fails.
The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson
over 2 years ago
in IRIS Financials
3
Awaiting Further Feedback
Hi, I can't see it having been submitted but I thought it could be handy to be able to embed HTML code into the Default Email templates, so we can in links or images or other items.
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...
A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Move Mobile & Tablet Manager out of Control Panel, or allow Push Notifications via Parent Portal Manager
We want our Communications team to manage the Portals and push notifications, but access to the Mobile and Tablet Manager is via Control Panel - thus giving users the 'keys to the kingdom' of iSAMS control. Please can Mobile and Tablet Manager App...