Exchequer LIVE

IRIS Exchequer LIVE is a brand new range of modules designed to enable more users based in remote locations to have easy access to their IRIS Exchequer solution.

Introducing a user experience designed to deliver an intuitive and highly functional User Interface (UI) for the IRIS Exchequer product irrelevant of where you work. Using the very latest technologies, we have created a new ‘Rich Internet Application’ (RIA).

This exciting new ‘LIVE’ range of modules will tackle head-on many of the challenges facing today’s organisations where increasingly employees are required to operate away from the office whilst retaining the need for live access to vital business data.

IRIS Exchequer LIVE

For both office and mobile workers, IRIS Exchequer LIVE is the only suite of modules that offers a fresh, new and dynamic approach to interacting with their IRIS Exchequer accounting and business solution. This means that through an all new web enabled UI, both office and mobile workers will have efficient, real-time access to information and intuitive data entry with a fluid approval system.

IRIS Exchequer LIVE Modules:

IRIS Exchequer LIVE Timesheets

• Timesheets based on role selectable templates
• Ability to base a new timesheet on a historical timesheet
• Instigate an expense claim from a timesheet
• Hours recorded on a per day basis

IRIS Exchequer LIVE Expenses

• Expense claims based on role selectable templates
• Expense threshold limits by expense category
• Ability to record mileage
• Ability to base a new expense claim on a historical expense claim
• Notes associated with expense claim
• Instigate a timesheet from an expense claim

IRIS Exchequer LIVE eProcurement

Transactions

• Instigate a purchase requisition, order, delivery note or purchase invoice
• View location (depot) specific transactions
• Receive goods against purchase delivery notes
• Instigate unrelated purchase invoices and submit for approval

Inventory

• Snapshot inventory viewer showing Free, In stock, On Order details by location
• Ability to instigate stock replenishment by stock location (depot)
• Ability to instigate inter stock location (depot) transfers
• Supplier performance information - graphically represented
• Ability to view Supplier and stock pricing matrices

Approvals

• Approve all or specific types of Purchase transactions
• Dedicated approval/authorisation User Interface
• Facility to record rejection reasons of transactions
• Flexible approval/authorisation engine
• Transactions restricted from being printed until fully authorised
• Email notification of approval requests for Approvers
• Transactions flagged for approval/authorisation are compared automatically with Budget and O/S commitments

General

• Operates via Desktop or Microsoft Internet Explorer
• Approvers RAG based budget vs actual indicator for Projects or Nominal Accounts
• Selection of Skins for User Interface
• Facility to import roles which aiding implementation
• Range of specific reports showing Back orders, Shortages and on order
• All transaction data available within IRIS Exchequer standard reporting tools
• Role associated with records in IRIS Exchequer company
• Roles specific to Purchasing, approvals/authorisation and Goods-In
• Secure access to application by Windows authentication of user ID

An Award-Winning Accounting, ERP & Business Management Solution