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Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

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Guest almost 3 years ago in IRIS Financials 1 Planned

Quick notes option in Wizard Bar

A link on the Wizard bar that would allow staff to add notes to a pupil quickly would be great to cut clicks needed. A bit like the Pupil Quick View, but being able to enter a note to the searched pupil.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Good Feature

Show All Contact Information

When you expand a pupil record (as opposed to going into the pupil record) on the Find Pupils screen, you can view the contact information for a pupil. This shows almost all the same information as available on the Quick View Details on the Wizard...
Sarah Kattau about 3 years ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Good Feature

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Under Investigation

It would be good to speak to a human

it is very frustrating when you have an ongoing issue that you are not able to speak with a human being even when you request a call. Issues can take days to be resolved whereas previously when you were able to speak with someone any issues were r...
Guest about 1 year ago in IRIS Reach 0

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham about 1 year ago in IRIS Financials / Future development 1 Already exists

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Order of Headers in Student Profiling

In Student Profiling, the system automatically arranges the Grade header alphabetically, resulting in a different order compared to the one in the Reports Wizard. It would be appreciated if the system could allow users to configure the order of th...
Alan Lee about 2 years ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Good Feature

ISAMs ID on all exports please!

Some exports don't have an option to include ISAMS IDs so they download without a unique identifier. This makes merging with excel data sheets difficult (particularly if there are lots of students with the same name) and can lead to human error. P...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Student Profiles 1 Already Present

Reporting Suite layout

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Tina Hardy about 1 year ago in IRIS Financials / Future development 0 Under Investigation