Skip to Main Content
SUBMIT IDEA

Clear

Ideas

Showing 276 of 3082

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 12 months 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 12 months ago in IRIS Financials 2 Awaiting Further Feedback

Add additional security profiles to manage user 2FA settings

At present only users in the [A] Administrators security profile can enable/disable/reset 2FA for users within the control panel. (As detailed here:- https://support.isams.com/hc/en-us/articles/360038990734-Configure-iSAMS-Two-Factor-Authenticatio...
Andy Sykes 6 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Send Multiple Emails Simultaneously

The current flow for emails on iSAMS is that iSAMS prepares the email and submits it to MailBee.NET, an internal coding framework for sending emails out. MailBee.NET then dials out to Sendgrid/whatever server is configured, which is the SMTP serve...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Jamie Vincent about 2 years ago in IRIS Financials 4 Planned for a future major release

Control Panel - User List - Filter by Never Logged In

When creating users like Parents or Pupils, it would be great to be able to filter by Never logged in. Even better, if once filtered, you could then output as a list.
Guest 6 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

A way of stopping either a batch or a singular email from being sent/in queue to send within iSAMS.

Even the batch is in queue to send but not successfully sent yet. Are there anyway to stop those batch?
Nantawat Sintagerd over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Data Retention Reminders

Please, set up periodical reminders to schools' staff to respect data retention periods, to review, update and erase unnecessary information or files.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

To have the ability to log people out from Active Session screen

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Angela Herbert about 2 years ago in IRIS Financials 0 Under Investigation