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Security Access Levels to Documents & Files

In Pupil Manager, within the Documents & Files section, we are able to set access levels to the different categories. can we please have the same functionality in HR manager. Thank you
Guest about 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Guest almost 3 years ago in IRIS Financials 1 Planned

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 9 months ago in IRIS Financials / Future development 1 Planned for a future major release

Identify Service on Order so that no GRN is required

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...
Guest almost 3 years ago in IRIS PS Purchasing 5 Planned

Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned

Export Wizard to include ALL Census Fields

Please could all Census relevant fields be included in Export Wizard? For example, there is no way to check that the Census Staff Role is complete for all staff without checking them one by one.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 5 In Discovery

Need field 'preferred surname' for Staff

This feature is being added for students however it would be useful for staff to also have a preferred surname field, as some staff are not legally married but in partnerships and wish to express this.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 1 In Discovery

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest about 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Planned

Custom Field to be a rectangular box ,not a square

The box would be better as a rectangular (like Medical Notes) as easier to read than the small square it currently is.
Guest 10 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery