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Status Under Investigation
Product IRIS Financials
Categories Future development
Created by Guest
Created on Jun 11, 2024

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Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be used or options such as journal imports, bank recs, nominal receipts etc.

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  • Carol Clark
    Reply
    |     Oct 18, 2024
    Would work well too when setting up new users. To show the best area to go first with a step by step guide. Currently you have to go to three areas which to me are very confusing.