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Cloud Portal Management Sort Page Path Independently

Currently clicking on Page Path on the header row will sort the list of pages by page name and not by the page path. Meaning clicking on Page Path is no different to clicking on Page Name for sorting. It'll be great if we can sort by page path ind...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

Cancelled bacs run too complicated in Version 7

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
Guest about 2 years ago in IRIS Financials / Future development 0 Development Complete

Rewards and Conduct shows each entry separately

When parents enter in the R&C section they are presented with a long list of categories that are available. They then need to click on each category to see if there are any records within each one.It would be nice if, by default, a parent can ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Move Email Communications under the COMMUNICATIONS menu in Cloud Portal

I can't find this idea to upvote it. Can Email Communications be moved under the COMMUNICATIONS menu? A: This is not currently possible. Submit your idea to iSAMS Ideas.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Dot Tab for copying previous rows items not available.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...
Guest 5 months ago in IRIS Financials 1 Under Investigation

Electronic forms quick view status for parents

At the start of every year parents have numerous forms to complete in the parent portal. Many of our parents have commented that they are unsure which forms they have completed and which ones they still need to do. Would it be possible to include ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Period boxes in leave request

Leave request: Period boxes for parents to tick would be very helpful and make the tool much more efficient.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery