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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 11 months 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 11 months ago in IRIS Financials 2 Awaiting Further Feedback

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

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 1 year ago in IRIS Financials / Future development 1 Under Investigation

Automate new parents activation code

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

Viewing report download statistics

I'm continually asked to provide a statistics on how many parents read the reports generated through the Portal Publishing section of the Report Printing module, honestly it would even be useful to tell which parents have download reports but we c...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Display Daily Bulletin on Cloud Portal

Currenlty the Cloud Portal doesnt display the daily bulletin. We need this to be displayed to the parents on the new cloud portal. How come this is on the old portal and not supported on the cloud portal. From our testing, the cloud portal seems t...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

On Cloud Portal Management we need the attendance graph like this but not the attendance in menu

On Cloud Portal Management we need the attendance graph like this but not the attendance in menu
Guest 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Parent Portal attendance codes

I was wondering if it would be possible to add specific codes on the attendance section on the parent portal, such as illness or medical appointment, rather than just present or absent. Or even include the absence notes that go along with the regi...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Each page on the portal can have a new top banner

More interesting for the user to see relevant visuals at the top of each page, not the same one throughout.
Guest 12 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0