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View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest almost 3 years ago in IRIS Financials 0 In Development

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry 9 months ago in IRIS Financials / Future development 1 Planned for a future major release

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 9 months ago in IRIS Financials / Future development 1 Under Investigation

Allowing staff to view their own staff record

Allow staff to view their own personal details (but no other staff members) so they can update them if their details change including sos contact etc
Guest over 3 years ago in IRIS Ed:gen & iSAMS / HR Manager / Teacher Portal 0 Good Feature

Automatic introductory email to new staff

It would be great if , once a new staff member was added to iSAMS, an automatic welcome email could be sent
Guest 3 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

Confirmation of Payee Report

How can we see a report of Suppliers which bank details haven't yet been verified. Would've thought this may have come under the Supplier List Report but it doesn't show this.
Guest about 1 year ago in IRIS Financials 1 Awaiting Prioritization

Staff Records - Additional Field - RFID no.

When adding a new member of staff, we can't add in their ID badge RFID number until after they've been added to HR Manger module. As there is no built-in RFID number field, we can't do it as part of the initial adding process - we have to finish a...
Guest 3 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans over 2 years ago in IRIS Financials 1 Under Investigation

Alert for an expiring document - HR Module

If an employee Visa as an example document on HR module is nearing its renewal date, how can I set up a banner or alert to notify me of the remaining days until it expires? An alert is very much important for us.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 4 In Discovery

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent over 2 years ago in IRIS Financials 2 In Development