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Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent about 2 years ago in IRIS Financials / Future development 0 Under Investigation

DfE SEN Data to pull across from ed:gen to central

As this is a requirement, this data is really needed to pull over.
Guest about 2 years ago in IRIS Central / Analytics 0

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest about 2 years ago in IRIS Financials / Future development 2 Under Investigation

Custom Register fields

To be able to build reports for custom registers, for example we have a KS2 banding field as a register and having this on reports would be helpful.
Paul WIlliams about 2 years ago in IRIS Central / Analytics 0

The Ability to Export the Event Title in a Custom Report

As well as being able to export the event category it would be useful to export the event title - the custom report does not provide enough information. We need, for example to search more than a data range, we also need to analyse the entry point...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Add data fields for guardian agency company in the contacts details

We have international students and some have a guardian agency company rather than an individual as a contact of an applicant or student.Can additional fields be created or current fields be modified to support this type of contact?
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest about 1 year ago in IRIS Financials 1 Planned for a future major release

Call other reports using Cross-report

I don't seem to be able to get Cross-report feature to work and this would be a really helpful feature. If it not available then please remove it as an option in Visualizations.
Nicholas Perry about 2 years ago in IRIS Central / Analytics 1 Will not implement

Payment Selection - untick all!

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.
Tina Hardy about 1 year ago in IRIS Financials 1 Duplicate

Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Tina Hardy about 1 year ago in IRIS Financials / Future development 1 Under Investigation