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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 12 months ago in IRIS Financials / Future development 0 Under Investigation

Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews about 3 years ago in IRIS Financials 1 Under Investigation

Filtering reports by subject.

Looking at reports within a report cycle for subjects, not just teachers. For example, within a Year 9 Academic Report cycle, to look at the all the Art reports to see if they have been completed. Currently, you can only view via teacher, however,...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith about 3 years ago in IRIS Financials 1 Under Investigation

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood about 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

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Guest about 3 years ago in IRIS Financials 1 Planned

Folder Structure in Reports Manager

It would be great if there could be a folder structure in the Cycle Manager area, Currently they are grouped by academic year but it would be good if we were able to define additional structure eg terms, half terms, divisions etc.
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Reports Manager 0 In Discovery

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 about 1 year ago in IRIS Financials / Future development 1 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 about 1 year ago in IRIS Financials 0 Planned

Guidance for Report Writers as Part of Report Template

At the moment, grades, results, comments etc. are configured within the templates to simply specify possible values or length restrictions. However, different report cycles often have different reporting requirements. For example, there may be dir...
Sarah Kattau about 1 year ago in IRIS Ed:gen & iSAMS / Reports Manager 0 Good Feature