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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 almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood over 2 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest over 2 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 over 2 years ago in IRIS Analytics & Reporting 2 Already exists

Reports Wizard download file - Word Version in addition to the Excel spreadsheet

The real issue is that there is no spell-checker function available when using the downloaded Excel spreadsheet, and when the file is then uploaded to iSams, it automatically marks all reports as complete, even if there are spelling errors in the ...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

Could there be an option for reports being a voice note?

Could there be an option for reports being a voice note? We are looking for ways to make our reporting processes more efficient. This would potentially save on proof reading time and add a different kind of personal touch.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

PSF Report Column

Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?
Guest over 2 years ago in IRIS Financials 0 Planned

Excel template download could be re-downloadable

It would be nice if the latest generated reports template in Reports Wizard was a clickable link to allow re-downloading without generating a new template. Sometimes a teacher will telll me that there is an issue with their Excel template, but of ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Downloading Reports from reports wizard to include target grade excel

When staff are downloading their reports from Reports Wizard, they were wondering in the download template, if our target grades could be pulled through on the same sheet to avoid looking at multiple data sheets? Is this at all possible? Thanks
Guest 11 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent almost 2 years ago in IRIS Financials / Future development 0 Under Investigation