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Draft payment list to include net figure and supplier bank details

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 3 Under Investigation

Dot Tab for copying previous rows items not available.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...
Guest about 2 months ago in IRIS Financials 1 Under Investigation

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 7 Already exists

Restrict 'Move' on REG Documents

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Guest 2 months ago in IRIS Financials 1 Under Investigation

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 5 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Global Lists - automatically map Countries for CTF, DfE and ISC

With the help from AI, would it not possible to map the Countries in Global Lists automatically for the CTF, DfE and ISC fields, rather than mapping it manually.
Guest 12 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Clone User Profile - Safe impersonation

Please could we be able to clone a user so we can login and see what they can? This would copy all module granular permissions as well as Security and User groups. We can safely delete this temporary user after investigation without compromising t...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 1 In Discovery

Add pupils' preferred name to all email templates

Students' preferred names are important for our school. Since we are one of the international schools in China that use Chinese names for surname & forename, English names for preferred names. When our foreign teachers receive emails generated...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Period Default

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Guest about 1 year ago in IRIS Financials / Future development 1 Planned

Scheduled Send for Email Manager

It would be really useful if we could save a template email (or draft a new email) and have it sent out on a schedule.
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 Good Feature