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Extra warning before Deleting a Visit and all associated applicants

When deleting a Visit from an applicants record you are given two options, Remove Applicant and Delete Visit.Can we please have an extra warning when selecting Delete Visit. Underneath the Delete Visit button it currently says 'Delete Visit & ...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Unable to load document

When a user does not have to one or more detail lines on a REQ/PORD, when following the email link it will come up with an error saying unable to load document. Could this error be more specific, why can't it be loaded, what access is the user mis...
Guest 7 months ago in IRIS Financials 0 Under Investigation

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 almost 2 years ago in IRIS Financials / Future development 1 Planned for a future major release

Create joint contacts via the API

A popular request from our clients is the ability to create joint contacts in ISAMS instead of separate ones. This is currently not possible via the API. We can only create contacts individually.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 In Discovery

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 3 years ago in IRIS Financials 3 Planned

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert over 2 years ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Contact Details in Agent Manager Could be Linked to Pupils Contacts

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.
Guest over 10 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Screen Resolution Issue Fix

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...
Guest about 3 years ago in IRIS Financials 1 Planned for a future major release

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert about 3 years ago in IRIS Financials 1 Duplicate

Group updates to schools via the pink drop down

I'd like to be able to select all schools of a specific group and categorise them in one go, rather than have to do this individually. Additionally, I'd like to be able to do the same by checking schools from a search return, and update akin to us...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Other Schools Manager 0 In Discovery