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IRIS Financials

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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 almost 2 years 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 about 2 years ago in IRIS Financials 0 Planned

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 over 1 year ago in IRIS Financials 3 Planned

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 1 year ago in IRIS Financials 2 Already exists

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

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 about 1 year ago in IRIS Financials / Future development 0 Under Investigation

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 over 1 year ago in IRIS Financials / Future development 0 Under Investigation

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 over 1 year ago in IRIS Financials / Future development 2 Under Investigation

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 about 2 years ago in IRIS Financials 1 Under Investigation

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 over 1 year ago in IRIS Financials / Future development 1 Planned