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Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

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 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

Would it be possible to add automatic email reminders for Teachers?

Once the report cycle opens it would be great if we could set up automatic email reminders for the teaching staff throughout the time the report is open i.e. send a reminder every few days. Whilst this can currently be done with the information ta...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery

Add and exclude allocations by departments and sets

Please! It would give us so much more flexibility, and make the setting up of report cycles so much more efficient Thanks
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery

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

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 8 months ago in IRIS Financials / Future development 1 Under Investigation

Ability to hide 'Payment' tabs

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Click to Search

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest 8 months ago in IRIS Financials 0 Awaiting Prioritization

Missing reports feature should also apply to Assessments

Apparently the Missing Reports tool is not set up to work with Assessment cycles, only with Report cycles. It would be really useful to be able to see which assessments are missing.
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery

Empty Gradebook cells not being marked as 'Complete' in Report Cycle following Gradebook sync.

It would be great if, when we ran a Gradebook sync to a Report Cycle, that the students who do not have any gradebook marks are not marked as 'Complete' in the Report Cycle. It results in numerous students appearing with empty reports.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery