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Longer descripton field on invoices

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson over 2 years ago in IRIS Financials 3 Awaiting Further Feedback

Bulk Edit Staff on Training Courses (Safeguarding / GDPR Training)

There are a few statutory training sessions all staff need to attend, and it's currently not very easy to record the fact that staff have, or have not, had a particular training session in iSAMS. It would be great if we could create a training ses...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 1 In Discovery

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Guest about 3 years ago in IRIS Financials 1 In Development

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert about 1 year ago in IRIS Financials / Future development 0 Duplicate

Supplier bank details

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Guest over 2 years ago in IRIS Financials 1 Planned

Sign off from emails

Hello, it would be really useful if Parent Mail had an in-built in signature which all users who login in to the Marshgate account automatically have. For example, I copy and paste this into the end of all our emails: Marshgate Primary School 157 ...
Guest 9 months ago in IRIS Parentmail 1

Parents can only receive a form if already registered

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".
Dawn Dudley almost 2 years ago in IRIS Parentmail 1 Awaiting Prioritization

Add custom fields to wizard bar view

It would be really helpful if certain fields (or just custom fields) could be selectively added to the Wizard bar view for the module. For example Car Registration. We have certain staff (eg Reception) where it would be extremely useful for them t...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Security Access Levels to Documents & Files

In Pupil Manager, within the Documents & Files section, we are able to set access levels to the different categories. can we please have the same functionality in HR manager. Thank you
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Export Wizard to include ALL Census Fields

Please could all Census relevant fields be included in Export Wizard? For example, there is no way to check that the Census Staff Role is complete for all staff without checking them one by one.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 5 In Discovery