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

3 VOTE

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 almost 2 years ago in IRIS Financials 1 Under Investigation

2 VOTE

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.

Angela Herbert over 1 year ago in IRIS Financials 0 Under Investigation

2 VOTE

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 over 1 year ago in IRIS Financials 1 Under Investigation

2 VOTE

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

1 VOTE

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 about 1 year ago in IRIS Financials 2 Under Investigation

1 VOTE

Password Requirements

Could the password requirements set in Administrator show to Users when they are changing their password?

Guest about 1 year ago in IRIS Financials 1 Under Investigation

1 VOTE

Document enquiry location criteria

It would be really useful for those of us with multiple locations to be able to have a location criteria in the search functions in document enquiry so that when searching POINs it is easier to search just one location in the 200 documents rather ...

Caroline Hatcher about 1 year ago in IRIS Financials 2 Under Investigation

1 VOTE

Auto attaching to purchase orders

Is it possible to set up auto attaching so that you can attach papers to the order on the portal, we do attach manually at the moment.

Jamie Vincent over 1 year ago in IRIS Financials 1 Under Investigation

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