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Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham about 1 year ago in IRIS Financials / Future development 0 Planned

Human Resource Roles update

We suggested to make an update for th, e Staff Roles in HR Manager. At the moment we can just create or delete a Staff Role but we can't rename/update one create before.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 3 months ago in IRIS Financials / Future development 2 Already exists

Streamline the process of creating a new user

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.
Philippa Dykes almost 3 years ago in IRIS Financials 3 Development Complete

Set Default VAT Codes By Nominal

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.
Guest about 2 months ago in IRIS PS Purchasing 1 Under Investigation

Allow staff to update their own contact information and emergency contacts

This will reduce the need for our administration team to compile all of their existing information and ask for people to update them. Instead, they can just send our a reminder periodically with instructions on how to do this.
Guest 7 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 8 Already exists

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 about 2 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

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 about 2 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

Add Job Title to Wizard Bar > Human Resources Manager > Quick View Details

As the vast majority of staff do not have access into the HR Manager module, it would be really useful to have the Job Title / Role field added to this as the Department is in there.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 1 In Discovery