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IRIS Financials

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Identify who has reconciled a transaction

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.
Guest over 1 year ago in IRIS Financials 1 Planned

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

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

A cashflow report that works across financial years

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful
Guest over 1 year ago in IRIS Financials 1 Development Complete

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent 12 months ago in IRIS Financials 2 Planned

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

Bring back 'as at' enquiries!

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...
Guest 9 months ago in IRIS Financials / Future development 0 Awaiting Prioritization

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 1 year ago in IRIS Financials 3 Planned

Payment Run History screen - Ability to filter/sort the information shown.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...
Becky Graham 5 months ago in IRIS Financials / Future development 0 Awaiting Prioritization