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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 about 3 years ago in IRIS Financials 1 Planned

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews about 3 years ago in IRIS Analytics & Reporting 2 Already exists

Click to Search

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest about 1 year ago in IRIS Financials 0 Planned

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

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest about 1 year ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams about 1 year ago in IRIS Parentmail 0

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

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest about 1 year ago in IRIS Parentmail 0

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

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