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Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham over 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Allow users to reset their own password

Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...
Julie Fry over 2 years ago in IRIS PS Purchasing 1 In Development

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Management Accounts Report - remove decimal spaces please!

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
Irena Bojanic 10 months ago in IRIS Financials 1 Under Investigation

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert over 2 years ago in IRIS Financials / Future development 0 Under Investigation

Punchout

Could YPO be considered as a supplier for punchout?
Guest 11 months ago in IRIS PS Purchasing 1 Planned for a future major release

Ability to amend the Charge Sheet available via the Export Wizard

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

PSF Report Column

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?
Alex Squire over 3 years ago in IRIS Financials 0 Planned

Approval Levels

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next