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Confirmation of Payee Report

How can we see a report of Suppliers which bank details haven't yet been verified. Would've thought this may have come under the Supplier List Report but it doesn't show this.
Guest 9 months ago in IRIS Financials 1 Awaiting Prioritization

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest over 1 year ago in IRIS Financials / Future development 0 In Development

Linking a PDQ machine (card payment machined) to ParentMail

To be used for payments made for pre-loved uniform, refreshments at events etc
Guest 4 months ago in IRIS PlusPay 0 In Discovery

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 2 years ago in IRIS Financials 3 Awaiting Further Feedback

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 4 months ago in IRIS Financials / Future development 1 Already exists

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

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans over 2 years ago in IRIS Financials 1 Under Investigation

Automatic discount rules on siblings

The ability to automatically apply a discount on a sibling on an item or a in a club i.e. if sibling 1 has purchased something, then apply a discount to sibling 2, then a a further discount to sibling 3, when they purchase the same product in a ba...
Bradley Allen 5 months ago in IRIS PlusPay 0 In Discovery

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert 9 months ago in IRIS Financials / Future development 0 Duplicate

Click through to a pupil record from the pupils listed against an agency

It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery