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Change location on invoice entry screen easier

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Guest over 1 year ago in IRIS Financials / Future development 1 Awaiting Further Feedback

contact details export to combine multiple contact details in columns with only one row per student

Currently the exports brings each contact details in separate rows but attached to the same student. Would be good to have one row per student with primary contacts, secondary contacts etc. by columns.
Guest 4 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Batch edit Contact details

Would like to be able to batch edit contact details, Address, Country, Phone numbers, emails. This means we can make the data consistent, move any rogue characters, and do regular checks on data - cross comparing with our reservations reports from...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Student Manager 1

Audit trail to show the API Client Name rather than Client ID

In the audit trail it would be easier to determine who/what made the change by seeing the Client Name rather than the ID. See attached screenshots for more detail.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery

Hiding Nominal/Account

On the new update, where users do not have access to nominals/accounts, they can still 'see' them except they are 'greyed' out. This is sometimes hard to browse through nominals/accounts as they will have to scroll past the nominals/accounts, they...
Guest about 1 year ago in IRIS Financials 1 Awaiting Prioritization

Ability to exclude trips from the Budget Check.

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
Becky Graham about 1 year ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Cancelled bacs run too complicated in Version 7

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
Guest about 2 years ago in IRIS Financials / Future development 0 Development Complete

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham almost 2 years ago in IRIS Financials / Future development 1 Planned

Make Emergency Contact Exportable

As far as I found the Emergency Number (Family Circumstance/SOS Pupil Contacts) is not exportable from Student Manager's Export Wizard. This would be very useful to enable even if there is an Emergency Contact Report that can be downloaded otherwi...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Student Manager 1 Awaiting Review

Desk labels

Currently, the label template is generic and doesn’t align with any common template that are available for purchase. Please can the option be available to upload templates such as avery ones.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 2 Later