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Prevent posting of documents where Line VAT does not equal nominal VAT

We are occasionally getting differences on our VAT return where Purchases VAT is different to nominal. When we investigated a recent one, it was because a PINV document was posted and someone had mistyped the Line VAT amounts so they did not equal...
Hannah Matthews over 2 years ago in IRIS Financials 2 Planned

Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews over 2 years ago in IRIS Financials 0 Under Investigation

Send Reports directly from Reporting Suite

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Guest over 2 years ago in IRIS Financials 1 Already exists

Payment Run

I think it would be beneficial to have a similar payment run process to v6. Due to the current issue with Paylist IDs and because this issue could be caused by users having to post a document instantly whereas in V6 there was stages (provisional (...
Guest over 2 years ago in IRIS Financials 0 Duplicate

Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...
Guest over 2 years ago in IRIS Financials 1 Awaiting Further Feedback

Fields change on Multiple View

Change the fields that appear on Multiple View. It would be great if we could change the fields that appear accordingly to the school's needs.
Guest over 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 about 4 years ago in IRIS Ed:gen & iSAMS / Student Profiles 1

Security around the Notes and Comments tab - so confidential notes can be only viewed by authorised staff

Currently if someone can see Pupil Profile then can see Notes & Comments. We would like to store very confidential notes about pupils in this area. Which means we would need to be able to put security settings around them. But this is currentl...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Student Profiles 1

Reporting: Invoices missing attachment reports for POIN on School level

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.
Guest over 1 year ago in IRIS Financials / Future development 2 Under Investigation

Payment Run History screen - Ability to filter/sort the information shown.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Awaiting Prioritization