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Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 12 months ago in IRIS Financials / Future development 1 Planned for a future major release

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Jamie Vincent over 2 years ago in IRIS Financials 4 Planned for a future major release

Sort subject order in Reports Wizard

When entering grades would like the subjects sorted in a specific order at the moment this is completely random. e.g. EYFS have 17 ELG's. These are grouped into different categories\subjects. Communication & Language has 1 & 2 ELG, Physica...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

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 6 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Already Present

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham over 2 years ago in IRIS Financials 1 Planned for a future major release

Report for removing unlinked parent/carer as per housekeeping tool

There is a Housekeeping tool to remove parents/carers not linked to students. It would be beneficial to see who these people are beforehand in case they should be linked and not deleted. As the action can not be undone it's not something I am will...
Guest 6 months ago in IRIS Parentmail 0

Reporting Wizard Custom Widget

A widget on the dashboard to remind staff of their outstanding reports / dates to submit by.
Guest 6 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Dot Tab for copying previous rows items not available.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...
Guest 6 months ago in IRIS Financials 1 Under Investigation

Hiding Mapped Columns when using Report Wizard Download/Upload

In Gradebooks, we have mapped specific columns to populate reports in the Reports Wizard. However, when teachers export the data to add additional information that isn't mapped, the mapped columns still appear. Teachers can enter grades into these...
Anil Patel about 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature