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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
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...

Ideas

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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

Batch Deleting Documents to Print

Sue O'Brien at Southwick, admin@southwick.wilts.sch.uk would like to be able to delete things in documents to print, in Bulk, she said that she had previously been informed this would be added in, it is a current enhancement request.
Viv Farnsworth almost 3 years ago in IRIS Parentmail 1 Will not implement

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

Staff members to be able to email their reg group only

Could it be made possible that staff members on ParentMail, who are teachers, and have permission to send emails, could only send emails to their registration group, and not school wide?
Sharmaigne Watson almost 3 years ago in IRIS Parentmail 3 Will not implement

Customer suggestion of including childs name

Email from customer - We have parents complaining that when they receive emails it doesn't specify who it's for especially those with siblings. I am a parent myself with one child so I have made a test account as a sibling to find out myself. I ha...
Jane Barrett about 3 years ago in IRIS Parentmail 2 Already exists

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