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Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Reports - editing the General Comment

When proofreading reports the proofreader sometimes notices errors in the General Comment provided for the whole class. However the proofreader cannot readily edit this. The option appears to be available, but in fact a General Comment as seen by ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Compliance - Asset Financial Categories reporting

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Angela Herbert 6 months ago in Every Compliance / Assets 0

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert about 1 year ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Report Wizard

Could you please let me know if it is possible that the current data for Attendance, Rewards, Consequences (Red + Deadline) by students could be added to the report writing module when tutors write their tutor reports? It comes up on the final rep...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

Isams screen for mentor report reading and validation - sizing

Dear Team, Please find attached the request of one of our user about auto-sizing windows.In our structure, tutors validate and/or correct teachers' reports for students in their class.In the tutor section, when you click on a student name a new wi...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 1

Asset locations syncronising into the location field in an incident record

This will enable consistency for reporting purposes as this is currently a free text field.
Bradley Allen 7 months ago in Every Compliance / Incidents 0

Option on student report for non-exam taker

We have some students who have not taken the subject exam. When filling out their end of year report, the exam grade field does not contain an option to say 'exam not taken'. As this is a required field, we cannot complete the report for these stu...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Already Present