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User friendly cloud based system

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.
Louise Harris 5 months ago in IRIS Financials / Future development 1 In Development

Transactions should not be able to be cancelled in a closed period

Users are able to cancel a document even if the period has been closed. This should not be possible.
Louise Harris 5 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent almost 3 years ago in IRIS Financials 2 In Development

Upload Document in Agent Manager

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Agent Manager 1 Good Feature

Change location on invoice entry screen easier

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Guest almost 2 years ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Upload file of staff contact details

It would be really useful if you could bulk upload staff instead of adding individually to input email and mobile numbers for staff messaging
Guest 5 months ago in IRIS School Spider 0

Remove fie extensions on the website when uploading documents

I have been advised by your team in chat that there is currently no way to hide the file extension when uploading documents/attachments to pages in the new web page builder like there is in the old version, what makes it worse is that there is no ...
Guest 5 months ago in IRIS School Spider 1

Cancelled bacs run too complicated in Version 7

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
Guest over 2 years ago in IRIS Financials / Future development 0 Development Complete

Longer descripton field on invoices

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson about 3 years ago in IRIS Financials 3 Awaiting Further Feedback

Access to INV/POIN

When granting access to create INV in Purchasing, can it automatically give access to POINs
Guest 9 months ago in IRIS Financials 1 Under Investigation