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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

Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 10 months ago in IRIS Financials / Future development 1 Planned for a future major release

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 about 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

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 about 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

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 over 3 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 In Discovery

The ability to create and control dashboards

We would like to be able to create a dashboard that is relevant to our different groups of staff.
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Able to sort new List Object in Global Lists

Currently when you add a new List Object to new/existing Group, the object is arranged in alphabetical order. Should add a new feature whereby the objects could be arranged in whatever order the user prefers.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature