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RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

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 about 5 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery

Allocate Subject Templates to Pupils in a custom group

We write ad hoc short term stay reports for a small group of students across multiple year groups who are leaving at the end of each term. Currently to set a report cycle for this, to avoid confusion for staff, I have to choose which students to e...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Reports Manager 0 Good Feature

Automatic discount rules on siblings

The ability to automatically apply a discount on a sibling on an item or a in a club i.e. if sibling 1 has purchased something, then apply a discount to sibling 2, then a a further discount to sibling 3, when they purchase the same product in a ba...
Bradley Allen 7 months ago in IRIS PlusPay 0 In Discovery

Low Balances Reminders on Registers

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 0

To have the ability to log people out from Active Session screen

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Angela Herbert over 2 years ago in IRIS Financials 0 Under Investigation

Reports Template - Result Element - Input control

In the Reports Manager > Templates > Edit > Results > Add Result window, like the Numeric Only checkbox, have another one that allows to set a grade boundary and a list of override fields that can have a defined value.
Guest 7 months ago in IRIS Ed:gen & iSAMS / Reports Manager 0 Good Feature

Central Function for Register Creation

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 2

Payment Items - Deposit + Instalment Payments

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

Option to restrict cancellation of bookings on Registers

Some schools require parents to book in advance, but as per their own school policies, do not allow parents to remove their bookings or amend their booked slots without speaking to school first. Having an option to prevent cancellation of bookings...
Guest 7 months ago in IRIS PlusPay 1