IRIS Financials

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Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

laura Evans over 1 year ago in IRIS Financials 1 Under Investigation

2 VOTE

Ability to hide 'Payment' tabs

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

Becky Graham 5 months ago in IRIS Financials / Future development 0 Under Investigation

2 VOTE

Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Guest 5 months ago in IRIS Financials / Future development 1 Under Investigation

2 VOTE

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 7 months ago in IRIS Financials / Future development 1 Under Investigation

5 VOTE

Screen Resolution Issue Fix

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

Guest over 1 year ago in IRIS Financials 1 Under Investigation

4 VOTE

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 1 year ago in IRIS Financials 0 Under Investigation

4 VOTE

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

Angela Herbert over 1 year ago in IRIS Financials 1 Under Investigation

2 VOTE

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

Angela Herbert 11 months ago in IRIS Financials / Future development 0 Under Investigation

2 VOTE

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 1 year ago in IRIS Financials / Future development 0 Under Investigation

2 VOTE

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 1 year ago in IRIS Financials / Future development 2 Under Investigation

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