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Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent 5 months ago in IRIS Financials / Future development 2 Under Investigation

Period State Access Level

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...
Guest 5 months ago in IRIS Financials / Future development 1 Under Investigation

Meeting booking should be improved.

When booking meetings the ability to duplicate over both weeks and also create meetings that span multiple periods to be entered in one go instead of manually doing a meeting over 2-3 periods which is prone to errors and time consuming.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

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

Pull 'Off Register' pupils within the Looked After Register into the Table 5 for Summer Census

We currently show our 'Post-LAC' children as 'Off-Register' within the Looked After student register reflecting that those children were at one point 'looked after' (therefore on-register) but are now not 'looked after'. This is the same logic use...
Steve Boothroyd 6 months ago in IRIS Ed:gen & iSAMS / Census Manager 0

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson 11 months ago in IRIS Financials / Future development 0 Duplicate

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

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

Delete Lessons in Bulk

In June, after the SQA exams, our older pupils follow a new timetable (they start the course levels they would do in the next academic year, since they have done their exams for the current year). This means that in June we need to delete all the ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

Be able to see a former student's timetable.

No description provided
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery