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Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 12 months ago in IRIS Financials / Future development 1 Under Investigation

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith about 3 years ago in IRIS Financials 1 Under Investigation

Add Cloud Portal Management login to the options for Batch Edit Properties in User accounts

This would make the system consistent with the other access options in the account details tab. It's going to be very helpful when we move over to the new cloud portal and need to give more staff access to the Cloud portal module.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Bulk Delete Accounts of Leavers

I currently run SQL queries to see pupil and staff leavers that have User Accounts remaining. It takes a long time and is prone to error. It would be great to have a view of those accounts that are linked to HR or Pupil records with non-current st...
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Ability to control display of widgets on Dashboard

Currently to remove the Who's Online widget users have the ability to delete for themselves. We would like more central control of these widgets so that we can assign who can/can't see via User Group or Security Profile
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 1

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood about 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest about 3 years ago in IRIS Financials 1 Planned

Click to Search

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest about 1 year ago in IRIS Financials 0 Planned

Option to default new Parent Portal accounts to iSAMS 2FA ENABLED

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Under Investigation