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Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews over 3 years ago in IRIS Financials 1 Under Investigation

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 3 years ago in IRIS Financials 1 Under Investigation

Spreadsheet Import Process Should Validate Calendar

If you import a spreadsheet with a blank value for the Calendar column, the event gets imported, but is unassociated with any calendar. That means the event is not visible in the front end. The validation for the spreadsheet should include a check...
Sarah Kattau over 2 years ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 In Discovery

On Screen Warning When Creating a New Calendar on Import

When importing events into Calendar Manager via a spreadsheet, it is possible to use one of the columns to specify which calendar(s) the events are to be placed on. If you mis-type the name of a calendar, the import process will create a new calen...
Sarah Kattau over 2 years ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood over 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest over 3 years ago in IRIS Financials 1 Planned

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews over 3 years ago in IRIS Analytics & Reporting 2 Already exists

Remover Allergens from the Menu Template as this can be misleading for parents

We would like to remove the allergen option from the menu template in registers as we have our own system for allergen management and also children with allergies have their own menu - skipping the option just means that the Allergen option says N...
Guest about 1 year ago in IRIS Parentmail 1

Set default view for Calendar

I've had several members of staff asking whether it would be possible to set the default view of the calendar to termly rather than them having to change it each time. Would this be possible please?
Guest about 11 years ago in IRIS Ed:gen & iSAMS / Calendar Manager 1 Good Feature

FORMS - parent must complete required fields before proceeding through form

For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing
Dawn Dudley over 2 years ago in IRIS Parentmail 0