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Remove boarding house during rollover process

Pupils may board in one year but not the next or there may be a major restructure of the house system, as in our case. It would be useful if we could select 'next year's house' as blank to remove them from the boarding house type.
Guest 9 months ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

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

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 10 months ago in IRIS Financials / Future development 1 Planned for a future major release

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

Two tick box options for one payment item

I would like to create a payment item with two options to tick - eg size and colour. This is for our leavers hoodies - we have to set up a form with size and colour, and then a seperate payment for the hoodie price. This usually means that a paren...
Guest about 1 year ago in IRIS Parentmail 0

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Search feature in Staff Allocation Lists

It would be great if we could search for a staff member's name when allocating them as a tutor or assistant. Instead of having to scroll through a long list. This feature would be great wherever we allocate staff. Not just in Homerooms in School M...
Guest 5 months ago in IRIS Ed:gen & iSAMS / School Manager 0 Good Feature

Edit Homeroom Names

Ability to edit a homeroom name after creation. Now a homeroom needs to be deleted and all the students reallocated if you want to change your naming conventions.
Guest 5 months ago in IRIS Ed:gen & iSAMS / School Manager 0 In Discovery