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Budget check percentage

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?
Guest over 1 year ago in IRIS Financials 0 Under Investigation

Users under a User Group

You used to be able to see which users were under a user group in v7. However, since turning on the new security, this is no longer available. Could we reinstate this please?
Guest over 1 year ago in IRIS Financials 1 Under Investigation

Period State Access Level

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Make it possible to delete divisions

As registration by division does not work for us. It would be good idea to delete the divisions and have just one in case of our school. However iSAMS support says this should not be done. Giving us no option on support on how to achieve this.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent over 2 years ago in IRIS Financials / Future development 0 Under Investigation

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 3 years ago in IRIS Financials / Future development 2 Under Investigation

Has Value in Filter in Export Should Distinguish NULL and Empty String

In the Export Wizard there is a useful feature that allows us to filter an export depending upon whether the selected field has a value. This feature tests for whether a field is NULL. However, if a field has an empty string as a value, the filter...
Sarah Kattau over 1 year ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery

Head of Section role above HoYs

We have a 'Head of Section' role who sit above 2 or 4 HoYs and years groups. It would be good if you could add another optional management layer above HoY to accommodate this.
Guest about 4 years ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery

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 over 1 year ago in IRIS Financials / Future development 0 Under Investigation