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
about 2 years ago
in IRIS Financials
1
Under Investigation
Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.
Guest
11 months ago
in IRIS Financials
0
Under Investigation
Ability to hide specific users from appearing as an available approver to set on an account.t
When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
To have the ability to log people out from Active Session screen
Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Guest
almost 2 years ago
in IRIS Financials
0
Under Investigation
In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.
It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions