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Bank Reconciliation Search

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.
Guest 2 months ago in IRIS Financials 1 Planned for a future major release

Bank Reconciliation Quick Search link

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Guest 2 months ago in IRIS Financials 0 Under Investigation

Supplier Refund

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Guest 2 months ago in IRIS Financials 0 Under Investigation

Payment Run Link

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
Guest 2 months ago in IRIS Financials 0 Under Investigation

Create a webcal link to export the calendar into Outlook.

This way it can be overlaid onto SLT calendars to easily see if an event is there or needs adding. Will also allow those in school who are not iSAMS based to view the school calendar. SOCS does this and so does Evolve. The current way of exporting...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Calendar Manager 1 Good Feature

Additional contacts for Contracts

Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.
Guest 2 months ago in Every Compliance / Business 0

Archive at MAT Level

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.
David Morris 7 months ago in Every Compliance / MAT Admin 0

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Planned

Adding calendar events lasting multiple days/weeks

Hi, I am creating a new school calendar for teachers, and some events run every day for an entire week or month. Is it possible to add an event with a start and end date—so it spans multiple days—rather than entering the same event multiple times?...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

Risk Register Report - additional fields

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...
Guest 5 months ago in Every Compliance / Risk 0