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Status Released
Product IRIS Financials
Created by Jamie Vincent
Created on Aug 17, 2023

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.

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  • Admin
    Graham Fain
    Sep 24, 2026

    Hi Jamie. Having all periods as a default is not an advisable option, as running enquiries like this can affect your system performance. So I'm afraid that option will never be reinstated.

    We have recently added the option to link saved favourite enquiries to the Account Maintenance dialog for a given ledger. As an example, you could create a detail enquiry showing only open and disputed items and then link this to Account Maintenance so users could access it directly without the need to change periods.

    We also added a 'Previous Year' option to the standard Period options to make life easier in September or at year end.

    Hopefully these new bits of functionality will make life a little easier for you, but we'll also look at the option to save your previous period choice by default so that you don't have to make the same amendments every time.

  • Admin
    Graham Fain
    Aug 23, 2023

    Thanks for coming back so quickly. We will raise this as a change request - I will come back to you with an update once its been investigated by the development team
    Best wishes

  • Jamie Vincent
    Aug 23, 2023

    Its the ledger search for the purchase ledger

  • Admin
    Graham Fain
    Aug 23, 2023

    Hi Jamie
    Thanks for your suggestion. Could we check which search you are referring to please? Perhaps you could send a screenshot?
    Many thanks

    Graham