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IRIS Financials

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Payment Run - Ability to deselect all items.

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Becky Graham 11 days ago in IRIS Financials / Future development 0 Needs review

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman about 1 month ago in IRIS Financials 0 Under Investigation

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham 12 days ago in IRIS Financials / Future development 0 Needs review

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest 3 months ago in IRIS Financials / Future development 1 Under Investigation

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert 11 days ago in IRIS Financials / Future development 0 Needs review

Duplicate Invoice number across locations

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.
Becky Graham 11 days ago in IRIS Financials / Future development 0 Needs review

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham 11 days ago in IRIS Financials / Future development 0 Needs review

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest 12 days ago in IRIS Financials 1 Planned for a future major release

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 14 days ago in IRIS Financials / Future development 1 Under Investigation

Printing Journals

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.
Tina Hardy 14 days ago in IRIS Financials / Future development 2 Already exists