Ideas

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.

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...

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...

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.

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?

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...

I'm continually asked to provide a statistics on how many parents read the reports generated through the Portal Publishing section of the Report Printing module, honestly it would even be useful to tell which parents have download reports but we c...

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 us...

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?