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Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

HR Manager: Recruitment checks simplification

Some of the tabs, dropdowns and sections within the recruitment checks area of HR Manager are not applicable/redundant.It would be great to be able to remove some of the irrelevant parts to simplify adding new staff and any reports the HR departme...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Permissions for Staff Notes (as already implemented in Pupil Manager for Documents)

The notes area of HR lacks any security permission at an individual note level. Something similar to the category based security permissions as found in Pupil Managers Documents would work well here. It feels like a bit of a large oversight as the...
Andy Sykes over 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Staff Data Collection

Posting this as discussed at the Northern User Group. Could there be an easier way to do the data collection from staff, please? Can we share with them what data we hold for them and they could then respond with any changes. Thank you!
Guest 7 months ago in IRIS Ed:gen & iSAMS / HR Manager 1 Awaiting Review

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Need to limit access to certain areas of the Report Printing Module

Need to limit access to certain areas of the Report Printing Module. Currently, if a staff has access to the Grade Matrix they will by default also have access to the Publishing tab. Can we have individual access to report publishing tab
Sunitha MC over 2 years ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Show completed time in Portal Publishing

Towards the end of term we often have multiple report cycles to be published. Yesterday, for example, we had Y7, 9, 11, 12 and 13 going out. While we had them all queued up to run, I had to leave before they had finished, so I don't know what time...
Neil Williams 8 months ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Export on "Department" from HR module. At the moment you cannot export on department in the pinkie box for staff (.

At the moment the export function in the pink box in HR module is not ideal. You cannot export staff records by department or print photos by department both of which are pretty essential functions. Also many of the fields only relate to students ...
Guest about 5 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 8 months ago in IRIS Financials / Future development 1 Under Investigation