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.
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
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
Be able to upload reversing journals (which reverse in the following month)
I post a lengthy month end journal each month which I reverse in the following month. I would like to do this as a csv file upload each month. When using the Journal Importer, as part of Step 3 'Define the mapping between target and data source' i...
Guest
almost 2 years ago
in IRIS Financials
1
In Development
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.
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...
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 ...
1
In Development
0
Under Investigation
0
Planned
