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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

Admissions and current pupil reporting

I am looking at creating an admissions register for the leadership team to use. At the moment we are using a manual spreadsheet (or 4) which is very time-consuming and prone to error or can be out of date. I would therefore like to link a spreadsh...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager / Student Manager 2

Admissions Manager Query Builder - reactive the Execute and Save Search button

Please see support ticket 712917. Our Admissions Team have been tyring to use the Query Builder more, but are getting frustrated by the "Execute and Save Search" button being greyed out. The iSAMS support team have advised the functionality was re...
Neil Williams over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 In Discovery

Days to Pay report

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...
Jamie Vincent 9 months ago in IRIS Financials / Future development 1 Under Investigation

Change the wording used in the email generated when a form is sent so it does not read Dear (surname)

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.
Guest 9 months ago in IRIS Parentmail 0

Checklists

Can checklists added to an activity that get updated at MAT level automatically filter down to each property without having to unmap and re-map the activity. The responsible person is then in my email but this needs to be the individual property e...
Guest 9 months ago in Every Compliance / Compliance 0

Custom Group creation to be made available in Admissions Manager

Can the functionality to be able to create custom groups be made available in Admissions manager? We would like to be able to group applicants but not by way of admission stages etc
Guest 9 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

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 almost 3 years ago in IRIS Financials 3 Awaiting Further Feedback

Service Level Agreement Tracking (Within Issues)

One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...
Guest 9 months ago in Every Compliance / Issues 0