Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Report of Receipts in a given month

It would be useful to have the function of running a report each month of receipts and the invoice numbers they have been matched to to enable the extraction to other software.

  • Debbie Wildin
  • Jul 15 2021
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  • Debbie Wildin commented
    6 Jan, 2022 11:35am

    would be useful if you could add client ID column to the report

  • Debbie Wildin commented
    9 Dec, 2021 03:45pm

    thank you Sue

  • Sue Bolwell commented
    23 Sep, 2021 11:38am

    Unless I'm misunderstanding, you can do this already. Fees/reports/postings list/tick the receipts box and on the columns make sure you have the reference and cross reference ticked and on output, select excel and you will get a csv file of all receipts in any time period you choose, with the invoice number it relates to.