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

Staff Data Collection

Posting this as discussed at the Northern User Group. Could there be an easier way to do the data collection from staff, please? Can we share with them what data we hold for them and they could then respond with any changes. Thank you!
Guest 11 months ago in IRIS Ed:gen & iSAMS / HR Manager 1 Good Feature

Ability to Print off Reconciled Items during Bank Rec.

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...
Guest almost 3 years ago in IRIS Financials 1 Planned

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 11 months ago in IRIS Financials / Future development 1 Under Investigation

Allow more accurate reporting of staff absences

Apparently staff absences in iSAMS are treated in increments of 0.5 (or nearest 0.5) for half a day even if someone had a dentist appointment for one hour. It would be great if iSAMS could allow us to record more fine staff absences such as 0.1 as...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 Good Feature

Emergency staff contact details

In an emergency basic staff contact details need to be accessed by reception or medical staff. At the moment ISAMS does not allow for only limited information to be accessed. This would be extremely useful give the number of staff we have on role,...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

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 almost 5 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

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 12 months ago in IRIS Financials 0 Planned

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 almost 3 years ago in IRIS Financials 1 Under Investigation

Add boarding house to the Staff Search result in HR Manager

As we have multiple schools, it would really be helpful to add the Boarding House field in the search results so it's easier to see which campus the teacher belongs to without having to open their profiles.
Guest 12 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery