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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

Compliance - Asset Financial Categories reporting

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Angela Herbert 6 months ago in Every Compliance / Assets 0

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

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

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert about 1 year ago in IRIS Financials / Future development 1 Will not implement

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 about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Merge duplicated profiles -data

To merge 2 historic profiles created in the past for the students or teachers- that way all the historic data - particularly assestments, reports, rewards and conduct and registration could be seen all in one place. Deleting accounts in control pa...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Awaiting Review

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

Asset locations syncronising into the location field in an incident record

This will enable consistency for reporting purposes as this is currently a free text field.
Bradley Allen 7 months ago in Every Compliance / Incidents 0