Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Give practice the option of setting Time and Fees to automatically choose the period based on the date

There is currently the risk of posting something with a date that isn’t in the period (which I understand some practices actually want to do?). For others, making sure you don’t end up with discrepancies between period totals and date totals, allow the practice to set that whatever date is entered for the item you are posting (e.g. an invoice) and it will automatically post this into the correct period based on the date (rather than asking you to choose the period). You could set this as a practice option to turn on and off.

  • Guest
  • Jun 20 2018
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  • Mike Rofe commented
    7 Jun, 2023 11:09am

    I would be very happy with this, or at the very least for there to be a warning where there is a mismatch between the posting date and the selected period.