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Prevent posting of documents where Line VAT does not equal nominal VAT

We are occasionally getting differences on our VAT return where Purchases VAT is different to nominal. When we investigated a recent one, it was because a PINV document was posted and someone had mistyped the Line VAT amounts so they did not equal...
Hannah Matthews almost 3 years ago in IRIS Financials 2 Planned

Send Reports directly from Reporting Suite

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Guest almost 3 years ago in IRIS Financials 1 Already exists

Payment Run

I think it would be beneficial to have a similar payment run process to v6. Due to the current issue with Paylist IDs and because this issue could be caused by users having to post a document instantly whereas in V6 there was stages (provisional (...
Guest almost 3 years ago in IRIS Financials 0 Duplicate

Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...
Guest almost 3 years ago in IRIS Financials 1 Awaiting Further Feedback

Pupil form lists - to be able to print from PDF on A4 portrait

For speed and quickness, i.e. it should be an EASY QUICK process to be able to print a simple A4 portrait pupil form list from pdf that is ready to print. Currently, this spills onto 2 pages or you have to print landscape which isn't suitable. As ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / School Manager 1 Later

To Edit the class name

If when a class is created and it has been incorrectly misspelled the only option is create another and then transfer the pupils over which create extra process's. If the functionality allowed to edit then it would save admin time if these problem...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery

Add a tick box for emailing Assistant Head of Year within 'Contact Pupils Teachers'

Add a tick box for emailing Assistant Head of Year within 'Contact Pupils Teachers'. Currently, only a tick box for Head of Year, Houses etc is possible, which means Assistant Heads of Year miss out on vital information when the 'Contact Pupils Te...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery

Reporting: Invoices missing attachment reports for POIN on School level

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.
Guest over 1 year ago in IRIS Financials / Future development 2 Under Investigation

Payment Run History screen - Ability to filter/sort the information shown.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Awaiting Prioritization

View the staff associated with a house

Under house management it would be useful to view all of the staff that are associated with that house.In HR managed staff can be allocated to a house, but you can not easily see what staff are associated to a house (for non-HR users).
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / School Manager 0 Good Feature