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

Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews about 3 years ago in IRIS Financials 1 Under Investigation

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 about 3 years ago in IRIS Financials 1 Under Investigation

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 about 3 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.

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Guest about 3 years ago in IRIS Financials 1 Planned

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews about 3 years ago in IRIS Analytics & Reporting 2 Already exists

Portal forms printable

Please can you make the portal forms printable as we need to be able to print out registration forms.
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Purchase Window 'Viewable to' should remove items even when paying instalments

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.
Guest about 1 year ago in IRIS Parentmail 0

Allow bulk delete of Payment Alerts

I'd like to be able to select all the Payment Alerts and Accept them in one go
Guest about 1 year ago in IRIS Parentmail 0

Admissions Portal Form - Remove "Add New Applicant" within existing application form

Please can you remove the ability for parents to be able to add more applicants when completing a registration form. Due to age restrictions we only allow specific pupil year groups to apply at any one time and this extra function allows parents t...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery