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Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 2 years ago in IRIS Financials 3 Planned

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 2 years ago in IRIS Financials 2 Already exists

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 2 years ago in IRIS Financials 2 Planned

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham 9 months ago in IRIS Financials / Future development 1 Already exists

Contacts (Advanced) Batch API add ability to filter for different MailMerge flags.

Currently one of our suppliers takes pupil and their contact details using the Batch APIs. However we would like to only include addresses of any type that have all mail merge or correspondence mail merge flags set. They provide the option to set ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Batch API 0 In Discovery

Option to override auto-capitalisation of surname for Applicants

Please could you make it possible to override the auto-capitalisation of the first letter in the surname field on Applicants? It appears to be possible to do this for current pupils, but not while they are applicants. We currently have several Ger...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 Good Feature

Adding logos and letterhead formatting to letter templates

I would like to add logos and correct letterhead formatting and footers to our letter templates so we can merge them and print them straight from isams. I understand this isn't currently possible so please can you consider adding this functionality?
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Include Staff Personal Email in Batch API

We would like to pull in personal emails into third party systems like Firefly's School Post so that we can email staff personal emails in high importance circumstances. Similar functionality exists for staff personal mobile numbers.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Batch API 0 In Discovery

User Notifications additional fields

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Templates and merge fields

It would be massively helpful to have SMS templates to send for things like pupil registration queries, commendations or detentions. It would then be doubly helpful if merge fields, like pupil name, parent name, could be included in the template. ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / SMS Gateway 0 Good Feature