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Confirmation of Payee Report

How can we see a report of Suppliers which bank details haven't yet been verified. Would've thought this may have come under the Supplier List Report but it doesn't show this.
Guest almost 2 years ago in IRIS Financials 1 Development Complete

Search User Accounts by Forename & Surname (Fullname)

Presently we can search for user accounts by first name OR surname. However if I combine first name and surname together, regardless of order (first name then surname or surname then first name), the search fails.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Improving platform Maintenance

The "banner" for the Platform Maintenance is a bit dissapointing. Can we make it more obvious that there is maintenance, e.g. popup or a more noticeable message thats visible troughout iSAMS. For example , different CSS for the Alert. or a popup o...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Authentication - Identity Providers - Add Valid From Date in Certificate Information

It would be very helpful if there could be a Valid From column in the Existing Certificates section in Security (SAML2). There is an expiry date and we can see future certificate expiries but there is nothing to show that the new certificate will ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

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

Be able to create Checklists in contracts to record items that need returning to supplier

Be able to create a Checklists in Contracts module to enable the customer to record items that need returning to supplier. Similar to in Activities.
Angela Herbert 11 months ago in Every Compliance / Contracts 0