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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 almost 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.

No description provided
Guest about 3 years ago in IRIS Financials 1 Planned

Custom Reports section in Teaching Manager

It would be more appropriate to allocate teaching manager related custom reports under Teaching Manager module instead of allocating in Pupil Manager or other modules. Especially if there are custom reports for Subject Options which can be confide...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Teaching Manager 1 In Discovery

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham about 1 year ago in IRIS Financials / Future development 1 Already exists

"Add to Set" to include a set count

A student needs to be added to a set with the minimum set count. Year 10 options the lowest of two Geography classes or Alevel Maths but there are three classes running and so on.... I add all possible set and remove the largest ones, or I go and ...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Good Feature

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Filters for adding pupils to Teaching Sets - SEN Register Flags

When adding pupils to a subject set, could we see, and/or filter by Register Flag? For school reports, we set up SEND teaching sets, so SEND reports can be included for pupils that get them. The sets are based on the some (not all) of the SEND reg...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 In Discovery

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest about 2 years ago in IRIS Financials / Future development 2 Under Investigation