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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 almost 2 years ago in IRIS Financials 2 Awaiting Further Feedback

Admissions Portal Forms - Ability to Manage Format of Layout

Please can we either have the ability to manage how the Forms look e.g. layout - the " Add New Enquiry" button (on the enquiry form) is on the far right hand side of the screen - could it be moved to the left hand side or the user has the ability ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Screen Resolution Issue Fix

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...
Guest over 3 years ago in IRIS Financials 1 Planned for a future major release

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert over 2 years ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest almost 2 years ago in IRIS Financials / Future development 1 Planned for a future major release

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert over 3 years ago in IRIS Financials 1 Duplicate

external javascript link to AI bot within any of the portals

We are testing an AI-driven chatbot for our website, and one of the options is to use a specific chatbot to address registered Portal parents only. Would it really usefull that iSams allow to insert the chatbot JavaScript code into the Aloha Colle...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Hyperlink widgets on parent portal

the current arrangement of text widgets is nice for a welcome message but for hyperlinks to other areas looks a bit lame as there is a title and then a little message to say click here which is a lot of real estate on the front page. Would be good...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Electronic forms quick view status for parents

At the start of every year parents have numerous forms to complete in the parent portal. Many of our parents have commented that they are unsure which forms they have completed and which ones they still need to do. Would it be possible to include ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Viewing Internal Exam Results on Parent Portal

Parents sometimes encounter issues when trying to view Internal Exams results on the new cloud parent portal causes because of the way that feature has been designed. The obvious procedure to display internal exams results on the cloud parent port...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 1 Good Feature