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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

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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 about 2 years ago in IRIS Financials / Future development 2 Under Investigation

Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Tina Hardy about 1 year ago in IRIS Financials / Future development 1 Under Investigation

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 2 years ago in IRIS Financials 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 over 2 years ago in IRIS Financials 1 Under Investigation

IRIS Cloud accounts - Password systematically change

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Default the Supplier Account for E-Procurement Orders

When placing an E-Procurement order with Amazon, the user is still required to select, the supplier account from the ledger. It would make sense for the default supplier account to be specified when setting up the punch out credentials so the user...
Lance Gordon over 1 year ago in IRIS PS Purchasing 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 over 1 year ago in IRIS Financials / Future development 2 Under Investigation

Requisition Mandatory Requirements

Force upload of a document (quote) for orders over a certain value.
Guest over 1 year ago in IRIS PS Purchasing 0 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 over 2 years ago in IRIS Financials 2 Under Investigation

Password Requirements

Could the password requirements set in Administrator show to Users when they are changing their password?
Guest over 2 years ago in IRIS Financials 1 Under Investigation