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Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent 8 months ago in IRIS Financials / Future development 2 Under Investigation

Always Able to See Download/Upload Tab in Reports Wizard

Within the Reports Wizard module there is a very helpful Download/Upload feature that allows staff to work with spreadsheets. When you first enter a report cycle, you will see tabs as follows: Overview [Individual tabs for each subject you need to...
Sarah Kattau over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

E Procurement

Allow separate settings for trad and live databases
Guest 4 months ago in IRIS Financials 1 Already exists

Comments guidance in the comments box

In exactly the same way as just appeared in this box. Some guidance about what goes in the comment box that then disappears when you start typing. Remind teachers of some of the major dos and don'ts
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

Report template comment with word and character

Hi, I’d like to share an idea regarding the comment section in our report template. Would it be possible to set a limit on the number of words or characters that teachers can enter? This way, the comments will stay concise and aligned with what we...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Already Present

Supplier bank details

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Guest over 2 years ago in IRIS Financials 1 Planned

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Guest almost 3 years ago in IRIS Financials 1 Planned

Reporting Wizard Custom Widget

A widget on the dashboard to remind staff of their outstanding reports / dates to submit by.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Emailing Suite configuration

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Guest 9 months ago in IRIS Financials / Future development 0 In Development

Allow iSAMS Administrator to view all data input in Report Wizard

I think it would be beneficial and time saving to allow iSAMS Administrators/Data Officer/Data Manager to see all data input in Report Wizard. Currently we need to select the teacher one by one to look at what they have put in the reports (i mean ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery