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IRIS Financials

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Reporting: Invoices missing attachment reports for POIN on School level

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.
Guest 4 months ago in IRIS Financials / Future development 2 Under Investigation

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 about 1 year ago in IRIS Financials 1 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 1 year ago in IRIS Financials 0 Under Investigation

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 8 months ago in IRIS Financials / Future development 0 Under Investigation

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 9 months ago in IRIS Financials / Future development 0 Under Investigation

Test database stands out more

Customers have said they would like the TEST database to be more obviously the test ie in a different colour or the box in the top left to be bigger, brighter colour and to stand out more. This would then avoid them entering transactions into the ...
Angela Herbert about 1 year ago in IRIS Financials 1 Under Investigation

Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews over 1 year ago in IRIS Financials 0 Under Investigation

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 1 year ago in IRIS Financials 1 Under Investigation

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 10 months ago in IRIS Financials / Future development 2 Under Investigation

Read receipt documents from emailers

My customer (SHA03) asked that there could be an option to receive a read receipt from the document emailers (document, remittance and statement) so that they know that the recipient has received and read the document sent to them
Angela Herbert 11 months ago in IRIS Financials 2 Under Investigation