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Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent over 2 years ago in IRIS Financials 3 Planned

Central Function for Register Creation

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 2

Payment Items - Deposit + Instalment Payments

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

Parent portal & app - report order does not match

While on the iSAMS Web portal our Reports are arranged by date with the newest one appearing first, on the portal app they don't. Parents have complained about this as the Report order on the App does not follow a normal pattern. Could it please b...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 4 Already Present

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 2 years ago in IRIS Financials 2 Planned

Automatic discount rules on siblings

The ability to automatically apply a discount on a sibling on an item or a in a club i.e. if sibling 1 has purchased something, then apply a discount to sibling 2, then a a further discount to sibling 3, when they purchase the same product in a ba...
Bradley Allen 8 months ago in IRIS PlusPay 0 In Discovery

Cloud Portal Timetable Display and Export format

We previously used a table format for the timetable on the old portal, which was significantly easier to view. In contrast, the new version displays the timetable as a day list, which is more difficult to navigate and less clear at a glance. Based...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Already Present

Electronic Forms - Drop Down fields

Ability to add drop-down fields and ability to link these to global and built in fields. In theory you can achieve this with radio field but it takes a long time with longer lists and looks extremely messy. (Eg. Nationality, Language, etc.)
Andy Sykes over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Automatically Update Username in Parent Portal when Contact email address is changed

When a parent email address is updated in Pupil Manager, please could thier username in Parent Portal also be updated as we currently have to do this manually at the moment.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Parent Portal 1 In Discovery

Ability to 'fix' budget

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.
Guest over 1 year ago in IRIS Financials 0 Under Investigation