IRIS Financials

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Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...

Guest almost 2 years ago in IRIS Financials 1 Awaiting Further Feedback

2 VOTE

PSF Report Column

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?

Guest almost 2 years ago in IRIS Financials 0 Planned

1 VOTE

Advanced Bank Reconciliation - Add additional fields to the Column selection eg. Period.

Users are having to open up a document enquiry screen at the same time as using the Advanced Bank Reconciliation so they can check the period an item was posted in. It would be great if we could add to the list of available fields within the colum...

Becky Graham about 1 year ago in IRIS Financials / Future development 0 Awaiting Prioritization

1 VOTE

Quicker posting of bank receipts on reconciliation screen

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatica...

Hannah Matthews about 1 year ago in IRIS Financials 1 Awaiting Prioritization

1 VOTE

Chat box - either on Portal or Accounting

not sure if this request has any mileage, but is it possible to add the chat box facility on either the portal or accounting, which connects to the administrator, or the location help desk with in IRIS. Not sure if this is an IRIS system issue or ...

Jamie Vincent about 1 year ago in IRIS Financials 1 Will not implement

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

Be able to add new periods in bulk

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work. Why when...

Sascha Ellman-Brown about 1 year ago in IRIS Financials 2 Already exists

1 VOTE

Add the ability to view a copy of emails sent from the document emailer

It would be really useful to be able to see a copy of sent emails for Purchase Orders, Sales invoices etc. If a customer or supplier says that they have not received an email, we would usually send a copy of the sent email as proof

Emilia Hodgson over 1 year ago in IRIS Financials 1 Already exists

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