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Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Award house points, not to individuals

We have house competitions, where the winning house gets e.g. 100 points, second gets 75 etc. We would like a way to add these into Rewards & Conduct without having them attached to an individual pupil.
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

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

Creating an EAL register from a student record (Census) : using Nationality, Language & English Proficiency fields

Automatically creating an EAL register from a student record (Census) : using Nationality, Language & English Proficiency fields - therefore saving time and reducing the risk of error
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Registers 1 Next

Allow clickable links in Pupil Registers

We record student SEN profiles as google documents and add links to these in the SEN register (in Pupil Registers). Access to these documents would be so much easier for staff if these links were clickable.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Student Registers 2 In Discovery

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

Document category in Configuration/User permissions

It would be good if Documents could have its own Configuration category in User Permissions - we could then select:View only - to screenDownloadDelete - if this is denied - no option for delete would show in the Documents area (it is so easy to se...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Ability to use text formatting options when adding info to student registers

Being able to use bullet points, bold, italics etc will greatly enhance the clarity of the information displayed. This will make it easier for teachers to access key information in an profile for example. Also, allow paragraphs and line spacing as...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Registers 0 Good Feature

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Jamie Vincent about 2 years ago in IRIS Financials 4 Planned for a future major release