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    See opening and closing balances during the reconciliation of bank statements

    When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
    Angela Herbert over 2 years ago in IRIS Financials 1 Under Investigation

    Bring back 'as at' enquiries!

    In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
    Guest almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

    Linking a PDQ machine (card payment machined) to ParentMail

    To be used for payments made for pre-loved uniform, refreshments at events etc
    Guest 6 months ago in IRIS PlusPay 0 In Discovery

    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 about 4 years ago in IRIS Ed:gen & iSAMS / Reports Manager 1 In Discovery

    Remove school prefix from supplier account numbers

    I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
    Guest 6 months ago in IRIS Financials / Future development 1 Already exists

    Links tabs in purchase ledger

    In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
    Angela Herbert about 1 year ago in IRIS Financials 2 Under Investigation

    Ability to Hide Grades and Results on Published Reports

    When setting up report templates, you can mark comments as private. That flag can then be used in SSRS reports to hide the comment. (Where reports are published directly on the Portals/Apps, I believe this field is obeyed as well.) It would be gre...
    Sarah Kattau over 1 year 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

    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

    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 almost 6 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery