We would like the ability for Admin users to mark items as read on behalf of other staff. This would benefit as staff have to reconfirm they have read a document if we have uploaded a new version, for instance, a formatting change or a single word...
In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest
8 months ago
in IRIS Financials
2
Awaiting Further Feedback
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...
Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s
Guest
9 months ago
in IRIS Financials
1
Planned for a future major release
Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?
Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...
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
almost 3 years ago
in IRIS Financials
0
Under Investigation
0
Awaiting Prioritization
1
Planned for a future major release
