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When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest 8 months ago in IRIS Financials 0 Awaiting Prioritization

Apply Default Filters

We would like a default model filter for each section in Tracking Manager. We have teachers who go in and see year 2 even though they selected year 6 (for example). I know you can change the model filters in there but it seems a bit weird that you...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Good Feature

Enable re-ordering of child folders in Tracking

Allow us to arrange the order of child folders in Tracking As you can re-order the models within them, but not the child folders themselves.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 In Discovery

Ability to copy a tracking model with all the subjects etc then point to a different gradebook to pull the data through

At the moment it is not possible to re-configure the data set element once it has been created so that it targets a different data set.This means creating a new model from scratch every term.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 In Discovery

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 2 years ago in IRIS Financials 3 Planned

Ability to re-use tracking models - for e.g. by allowing a different reporting cycle to be selected and re-use the model

Tracking model data is based on reporting cycles. For new reporting cycles, the whole time-consuming process of creating the model needs to be repeated.Please include the ability of re-using models by changing the reporting cycles.
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 1 Good Feature

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 2 years ago in IRIS Financials 2 Already exists

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 2 years ago in IRIS Financials 2 Planned

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 9 months ago in IRIS Financials / Future development 1 Already exists

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 10 months ago in IRIS Financials / Future development 0 Under Investigation