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Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy 10 months ago in IRIS Financials / Future development 1 Will not implement

Assign out of school - Return Date should update if Start date changed

When assigning a pupil as out of school the user is prompted with the start and return dates which correctly default to the current date. It would be more convenient for the user if the start date is changed ( to a future date ) that the return da...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

Rejected leave requests need logging in out of school

When a leave request is rejected, parents will often still take their child out of school on that day. When a request is accepted iSAMS allows you to log the student as out of school. I want the same option to be available for rejected requests. I...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 2 years ago in IRIS Financials 1 Under Investigation

I would love to be able to create a registration manager report - per individual pupil - and send that report via email wizard.

Access to registration reports via the email wizard in a merge would be useful.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Visiting pupils should be added to registration

When pupils visit the school for assessment prior to admission they should be an option to add them to the class register for the day.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood over 2 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest over 2 years ago in IRIS Financials 1 Planned

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest 11 months ago in IRIS Financials 1 Planned for a future major release