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Payment Title for BACS Payments

Can the account title on the media files to be imported to the bank use the Payment Title rather than the Account Title for Lloyds Link files? At the moment, some of our payments are rejecting because the account title is incorrect - the BACS file...
Guest 5 months ago in IRIS Financials / Future development 1 Under Investigation

Changing Users Permissions

Changing an individual's permissions is very time consuming when modules are not consistently setup with their own security options menu. Please can Registration Manager/Report Printing/Tracking to name just a few allow you to add in individual us...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

SSO with Microsoft Azure B2C for Parent accounts in iSAMS

We found that Microsoft's Azure B2C could be an excellent Single Sign On-Solution for our parents to login to the different platforms. The process to create an account in B2C is straight forward, and self explaining. It allows the parents to use t...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel / Parent Portal 0 In Discovery

User friendly cloud based system

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.
Louise Harris 6 months ago in IRIS Financials / Future development 1 In Development

Transactions should not be able to be cancelled in a closed period

Users are able to cancel a document even if the period has been closed. This should not be possible.
Louise Harris 6 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Repeat booking option for registers

Before ParentMail was updated in April there was always an option on registers to select "Repeat Selection" when booking sessions. This has been discontinued much to the annoyance of parents who like to block book their wraparound care sessions. C...
Alison Protheroe 6 months ago in IRIS Parentmail 1

Supplier bank details

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Guest over 3 years ago in IRIS Financials 1 Planned

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 2 years ago in IRIS Financials / Future development 1 Planned

Report & export on all permissions by role

I'd like the ability to be able to export all the module permissions by security profile. I know we can go to Control Panel > Modules & Programmes and expanding the module groups and by clicking on a module, you can select "Edit Module Perm...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review