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Days to Pay report

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...
Jamie Vincent 2 months ago in IRIS Financials / Future development 1 Under Investigation

Reports Wizard Spreadsheet Upload Should Validate on Import

There is a useful spreadsheet download/upload process that staff can use to complete their reports in the Reports Wizard. We often have comment length restrictions, e.g. the comment must be between 300 and 800 characters in length. The spreadsheet...
Sarah Kattau 2 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Good Feature

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 5 months ago in IRIS Financials / Future development 2 Already exists

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest about 2 years ago in IRIS Financials / Future development 1 In Development

Delivery Address Accessibility

Could Delivery Addresses be added into Financials instead of being held in Distribution? Could the access to these be easier to understand, currently users need access to the Z Nominal which is easy to forget as it's not a 'real' nominal
Guest 2 months ago in IRIS Financials 1 Planned for a future major release

'X' in Cloud

Could we remove the 'x' on the RDP? Users use this to 'log out' but then get issues with their log in staying connected, which leads to further issues logging in. Could we just remove the option, to prevent this?
Guest 2 months ago in IRIS Financials 1 Will not implement

User-Friendly Importing

Could we make Importing more accessible? Instead of having to find a DTT through file explorer, could the system have them 'pre-loaded' and so we can select from a list instead. E.g. Open Importer - Select file you are trying to import from the li...
Guest 2 months ago in IRIS Financials 1 Already exists

Duo Set Up

Can Duo be set up within Self Service, instead of needing to be requested through support? Also to show users who have been set up for this (enabled/disabled)
Guest 2 months ago in IRIS Financials 1 Will not implement

Create separate Upper and Lower School statement sections and show the comment under each statement name to make the system clearer and more user-friendly for teachers.

1) Separate Sections for Upper and Lower School Statements I propose creating distinct sections for Upper School and Lower School statements so that each division can work with statements tailored specifically to their grade levels. Currently, all...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Recognising/Merging Keywords from the Excel Comments Template

It would be immensely helpful if the downloaded report template (Excel) from RW subject comments would recognise and convert the already existing keywords from within the statement bank. This means then being able to use the keywords (e.g. <<...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature