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Reports Font Size

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...
Tina Hardy 10 months ago in IRIS Financials / Future development 1 Will not implement

Management Accounts Report

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
Tina Hardy 10 months ago in IRIS Financials / Future development 2 Under Investigation

Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy 10 months ago in IRIS Financials / Future development 1 Will not implement

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 over 2 years ago in IRIS Financials 1 Under Investigation

HR Manager - Documents & Files Access without downloading a copy locally - DATA PROTECTION.

In HR Manager, Docs and Files, each time a document is clicked, it is downloaded to the local machine, rather than opening in a ‘preview’ or web based view. This means hundreds of copies of potentially confidential/sensitive items are generated on...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 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 almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest 11 months ago in IRIS Financials 1 Planned for a future major release

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 over 2 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 over 2 years ago in IRIS Financials 1 Planned

Contractors page for 'staff' such as peripatetic teachers and club leaders, as well as the staff page.

Have a separate contractors page for 'staff' such as peripatetic teachers and club leaders, in addition to the staff manager section in order to create a proper separation between those that are employed by the school and those that aren't.
Guest over 4 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery