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Status Already exists
Product IRIS Financials
Categories Future development
Created by Kerry Moore
Created on Sep 11, 2026

Importer Summary Info to display Document Number

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

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  • Admin
    Rowena Lee
    Sep 24, 2026

    Hi Kerry.

    At the final screen after posting, the 'Summary Information' screen, there's a button labelled 'Posted Items'. If you select this you should see a list of the documents that have been posted (screenshot attached).

    We hope this helps.