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Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 2 years ago in IRIS Financials / Future development 1 Under Investigation

Cost Centre Approver

Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s
Guest 10 months ago in IRIS Financials 1 Planned for a future major release

Management Accounts Report

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?
Guest 10 months ago in IRIS Financials 1 Under Investigation

Account Required field

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select
Guest 10 months ago in IRIS Financials 1 Awaiting Further Feedback

Include in Budget Check

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...
Guest 10 months ago in IRIS Financials 0 Will not implement

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent about 3 years ago in IRIS Financials 2 Planned

Create Alerts in Admissions

It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Admissions Visit Name in Export Wizard

As a multidivisional foundation, we prefix our Admissions Visits with the division name to easily identify them and so that our Admissions team can each have their own school's events set up in the system. As iSAMS is already set up to allow Admis...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Portal Form - Ability to add a further Contact

Please could we have the ability within all Portal forms (enquiry & registration) to be able to add a further contact (or more!) - this is because we have educational agents completing application forms and at the moment the form only allows 2...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Add SMS Wizard to Admissions Manager and to Applicant tab in Student Manager

It would be very useful if SMS Wizard was available in Admissions Manager and on the Applicants tab of Student Manager. The workaround of ticking 'include applicants' when on the Current Students tab is very longwinded and more open to potential e...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery