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Contracts Administration: Reduce the need for manual intervention

Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...
Guest 10 months ago in Every Compliance / Contracts 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 2 years ago in IRIS Financials / Future development 1 Under Investigation

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 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

MAT Matrix - Remedial requirement

We are a growing trust and have recently started using the MAT Compliance Matrix. I have just been on Chat to find out how the matrix can indicate that remedial works are required following a statutory service. I'm extremely disappointed to be adv...
Guest 10 months ago in Every Compliance / Compliance 0

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 over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

MTD VAT Account

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest 10 months ago in IRIS Financials 2 Awaiting Further Feedback

Ability to sort the huge statement bank list - i.e. by subject or by report section (e.g. general, progress, quality of work etc.)

It would be good to be able to sort the statement bank - by subject and/or by type of comment - e.g. a general or quality of work comment, progress, target etc. At the moment, only I have added to our school's statement bank and with over 100 stat...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

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 3 years ago in IRIS Financials 2 Planned

Change color of INCOMPLETE and COMPLETE options

These colors are just shades of each other making it VERY difficult to see the difference on the progress bars.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

Editing Grades/Judgements in Report Wizard

When proofreading, and editing are turned on, Reports Wizard only allows the editing of the comment. It would be useful if the proofreader could edit any erroneous grade (eg. A, B, C, D) or judgement (eg. Excellent, Good, Average, Poor) fields.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery