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Parent Portal forms - date field type defaults and rendering

The rendering of date field type needs modernising to a proper calendar selector and its value should default to the current date.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Ability to re-use tracking models - for e.g. by allowing a different reporting cycle to be selected and re-use the model

Tracking model data is based on reporting cycles. For new reporting cycles, the whole time-consuming process of creating the model needs to be repeated.Please include the ability of re-using models by changing the reporting cycles.
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 1 Good Feature

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 2 years ago in IRIS Financials 1 Under Investigation

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert 11 months ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham 11 months ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Be able to view reports and bill on Cloud Parent Portal

Currently when i try to view or download bill and reports using the Parent Portal they will now display. They need to be viewable using and iOS PDF application.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0

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 11 months ago in IRIS Financials 1 Planned for a future major release

More efficient way to send emergency contact details report to parents to check

We need to know if all contact details held for a child are correct and relevant. As it is only parents/mother/father now visible on the parent portal, it would be good to be able to send a contacts report to all/selected parents for them to be ab...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

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 11 months ago in IRIS Financials 1 Duplicate