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IRIS Financials

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

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

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 10 months ago in IRIS Financials / Future development 0 Awaiting Prioritization

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham 5 months ago in IRIS Financials / Future development 1 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 5 months ago in IRIS Financials / Future development 2 Under Investigation

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 1 year ago in IRIS Financials 2 Planned

Add V6 feature to V7 to speed up bank reconciliation process

In previous models when users found an item on the bank statement that they needed to post, they could click “match selected” and the system would open a journal style page with the bank line pre-populated and all the user would need to do is add ...
Graham Fain almost 2 years ago in IRIS Financials 0 Planned

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

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 1 year ago in IRIS Financials 2 Planned

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Jamie Vincent 12 months ago in IRIS Financials / Future development 1 Planned