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Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

Ability to filter data for certain years/date range on the Attendance Records/ Medical Diary/ Rewards & Conduct Records

We would like to propose the feature of filtering the data to be shared on the cloud portal for parents, such as the Attendance records, Medical Diary, Rewards & Conducts records... If you could provide the ability to filter those data by acad...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Automatic Parent Portal user creation

We use My School Portal, not Parent Portal, owever we use Rewards and Conduct, so any parent that hasn't got a Parent Portal account will not receive the notification. Therefore we have to add them individually to PP. Please automate this process.
Guest 7 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Allow the Guardian(s) contact type to be set up directly with Parent Portal access

At the moment, when guardian(s) are going to be the primary point of contact and need access to the Parent Portal, they cannot be given access directly. It is necessary to set them up as a Parent contact type, then email the Parent Portal details ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Show Medical Flag Notes in Medical Centre section of Portal

In addition to showing the different categories from Medical Centre in Parent Portal, it would be good if we could also show parents the "medical flag notes" that we are storing about each child. This tends to be where we store the main / summary ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Reports column

We would like to be able to remove the "Reports" column from the parents and students view when looking at the School Assessments reports. This is misleading and confusing. They do not understand how Reports Manager work and that the number they s...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Placement of Electronic Form 'successful completion' messaging

We have received some feedback from parents regarding the messages that appear upon the successful completion of an online form. If the form is lengthy, which is the case with a couple of recent forms sent out to collate health information, they c...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 8 months ago in IRIS Financials / Future development 1 Under Investigation