Ideas

% for each group and date range.

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatica...

not sure if this request has any mileage, but is it possible to add the chat box facility on either the portal or accounting, which connects to the administrator, or the location help desk with in IRIS. Not sure if this is an IRIS system issue or ...

School sent out emails using mail merge buttons, then copy and pasted the original email as they were sending out multiples of the same email, but when these were delivered the names to not show due to the copy and pasting. School asked if there i...

My customer (SHA03) asked that there could be an option to receive a read receipt from the document emailers (document, remittance and statement) so that they know that the recipient has received and read the document sent to them

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...

Could the password requirements set in Administrator show to Users when they are changing their password?

It would be really useful for those of us with multiple locations to be able to have a location criteria in the search functions in document enquiry so that when searching POINs it is easier to search just one location in the 200 documents rather ...

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work. Why when...

Admin would like to send an email to primary contacts (P1 in SIMS) but also to selected non primary contacts (P2 for example) Currently you can either send to primary, or send to all. We could add an option to add an extra field (like the Addition...