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Ideas

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A cashflow report that works across financial years

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful
Guest over 2 years ago in IRIS Financials 1 Development Complete

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?
Guest 11 months ago in IRIS Financials / Future development 1 Will not implement

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.
Guest 11 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Screen Resolution Issue Fix

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...
Guest over 2 years ago in IRIS Financials 1 Under Investigation

Approver check

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?
Guest 6 months ago in IRIS Financials 1 Will not implement

SOS and Passport Details in Admission Portal Enquiry Form

Between 200 and 250 students are admitted to school each year, so it is preferable to have all the information filled out when submitting the ENQUIRY. If not, we would have to hire someone to enter the missing information or pay for iSAMS services...
Guest 11 months ago in iSAMS / Admissions Manager 0 In Discovery

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Guest over 2 years ago in IRIS Financials 1 Under Investigation

Extra warning before Deleting a Visit and all associated applicants

When deleting a Visit from an applicants record you are given two options, Remove Applicant and Delete Visit.Can we please have an extra warning when selecting Delete Visit. Underneath the Delete Visit button it currently says 'Delete Visit & ...
Guest almost 3 years ago in iSAMS / Admissions Manager 0 In Discovery

Budget check percentage

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?
Guest 6 months ago in IRIS Financials 0 Under Investigation