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See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert about 3 years ago in IRIS Financials 1 Duplicate

Supplier Refund button

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?
Guest 8 months ago in IRIS Financials 1 Will not implement

Academic House to be changed to a single-selection field so it can be included in reports

I have just been told in ticket (#593632 http://support.isams.com/hc/requests/593632) that the reason we cannot export the field "Academic House" in the "Export Staff Records" in HR Manager is because this field allows multiple options to be ticke...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Amend custom fields

It's great to be able to create custom fields, but it's not possible to amend them i.e. change default value etc I know that I could delete the field, but we had started to add data, which would have been lostI
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

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 over 1 year ago in IRIS Parentmail 1

Roles box in the HR manager is not large enough

Hi, I just wanted to raise the issue that the Roles box in the HR manager is not large enough to show some job roles. Can we get that extended or extendable, as it seems like quite a needed option when there are longer job titles? Many Thanks Josh
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

COP

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company
Guest 8 months ago in IRIS Financials 1 Will not implement

Ability to schedule changes to Staff records

When creating multiple staff records in HR for new staff, it would be helpful to be able to schedule the change of the System Status from "Not Yet Arrived" to "At School". Whilst I can do this manually closer to the time, it would be good to be ab...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 1 Awaiting Review

Iris Web Users - able to change own passwords

It would be really helpful to administrators if web users could reset their own passwords.
Guest 8 months ago in IRIS Financials / Future development 1 In Development

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 over 1 year ago in IRIS Financials / Future development 2 Under Investigation