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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Ideas

Showing 351 of 3335

Print out the list of suppliers bank account details at the completing of the media so they can be checked

When the stage of completing the media evaluation was reached, the customer wants to be able to print out the list with the suppliers bank accounts and sort codes to get them checked before the file is uploaded to the bank. Currently this isn't av...
Angela Herbert over 2 years ago in IRIS Financials 1 Duplicate

Self-approval at PO but NOT REQ

Client requested that they would like an option to self approve at PO level but not at REQ level. This would then prevent the requisitioner from self approving their own document but often in small finance teams the PO approver needs to be able to...
Angela Herbert over 2 years ago in IRIS Financials 1 Planned

Reoccurring button - fees and disbursements

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...
Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Decimal places for budget values

Please can you make it so that budget values (whether uploaded manually or via a SQF File) are not rounded. We use Access Education, when we upload our profiled budget to IRIS, because IRIS Financial rounds to NIL decimal places the budget reports...
Guest over 2 years ago in IRIS Financials 1 Already exists

Remove recurring charges from a leaver

It would be helpful to have the option to more easily remove recurring charges from a leaver.
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Top Level Balance

Schools using childcare vouchers for balances spend a lot of time moving money manually between balances for parents. Would be beneficil if the parent can have a 'top level' balance that they can then split out between clubs/registers themselves E...
Alex Squire almost 3 years ago in IRIS PlusPay 1 Will not implement

Print Barcodes Button

A button available in the Register Activity window and via the actions button of payment items to allow school to tick students, click a button and automatically have a pdf document produced and downloaded (similarly to how register reports automa...
Guest almost 3 years ago in IRIS PlusPay 1 Will not implement

Import Recurring Charges with a cycle end date

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Automatically refund security deposits

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Fees and extra charges to include session rate

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature