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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 4 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 4 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Ability to set default email settings for new users

At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...
Guest 8 months ago in Every Compliance / Compliance 0

Allocations

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.
Guest 8 months ago in IRIS Financials 1 Under Investigation

Removing the option of completed - awaiting documentation

You should be able to, as MAT admin be able to turn this feature off, or if it is used then the activity should show in a completely different colour on the matrix.
Guest 8 months ago in Every Compliance / Business 0

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 4 months ago in IRIS Parentmail 1

Creditor / Debtors - add TB onto report

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end
Guest 8 months ago in IRIS Financials 1 Under Investigation

Do not require "title" when saving a user's account

We opted to not use the titles for our staff as it is hard to keep track sometimes, especially when we use a separate HR system and we only input staff members in iSams for access to iSams. Not entering a title in HR Manager is not a problem as it...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 3 Good Feature

Dates for mapping to properties be part of the mapping area rather than having to do one at a time if have different dates

Dates for mapping to properties be part of the mapping area rather than having to do one at a time if have different dates. Currently if the activity has different dates at different properties you have to do them one at a time because it is locat...
Angela Herbert 4 months ago in Every Compliance / Compliance 0

Bulk Change <User Group>, <Security Group>, and <User Type>

I find it a bit odd that I can make changes to all other aside from: This make it incredibly tedious when you need to move people into a user/security group.For example: with the recent Medical Centre/Health Records changes we've created a new Sec...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 Good Feature