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Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

Cancelled bacs run too complicated in Version 7

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
Guest about 2 years ago in IRIS Financials / Future development 0 Development Complete

Bulk-enable feature for Push Notifications

Bulk-enable feature for Push Notifications for the various Channels. Allow the user to enable channels for parents with a bulk entry instead of selecting and changing each one individually.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

User Account - Login Activity - More Detail

We get a number of parents who try to login on the wrong page or using an app other than the iParent app. When looking at the User Account's Login Activity we get a generic message "The user account does not have access privileges for this applica...
Neil Williams 10 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Isolated Role Password Policies

The current Password Policy set up is globally set, which means it effects both staff users and Parent Portal users. However, due to the portal app not having password reset options, every 60 days per our policy, I am resetting this passwords for ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Move Mobile & Tablet Manager out of Control Panel, or allow Push Notifications via Parent Portal Manager

We want our Communications team to manage the Portals and push notifications, but access to the Mobile and Tablet Manager is via Control Panel - thus giving users the 'keys to the kingdom' of iSAMS control. Please can Mobile and Tablet Manager App...
Carole Glynn almost 4 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 In Discovery

Turn on 2FA by default

Can you look at enabling 2FA by default when we create staff/parent accounts or at least having the option to do so. Thanks
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 1 Good Feature

Enable/Disable Simultaneous Logins per user

We would really appreciate being able to enable/disable simultaneous logins on a user, user group or security profile basis, to allow certain members of staff who, for example, may have both a desktop and a laptop, to remain logged in, while not d...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery