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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

Updating 'contact' details for other contacts i.e.: Guardians

When a parent logs in to the Parent Portal to update their personal details, we would like them to be able to update other contacts for their child? For instance, we have boarders who are international pupils, who have to have a UK guardian. When ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

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 about 1 year 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 about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

All data to be newest first

invoices and SMS are listed oldest first, reports and emails newest first. All of these should be newest first as parents will normally be interested in the latest info.
Guest 7 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

Remove Parent Portal Password Change Requirement

We would like the ability to be able to remove the requirement for parents to have to update their password every X amount of days. I believe the feature that is available at the minute also affects staff users aswell so we'd like a separate optio...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 7 months ago in IRIS Financials / Future development 1 Already exists

Electronic Form Names Should be Hyperlinks

When an electronic form is set up on the Parent Portal, the parent needs to click on the icon to the right hand side of the form to open it up. It would be great if the name of the form itself was a hyperlink to the form as this is the most natura...
Sarah Kattau almost 3 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Permissions on Electronic Forms Should Apply to the Pupil Pick List

When setting up electronic forms, you can apply permissions so that parents only see those forms if their children are members of particular groups (year groups, houses, custom groups etc.). However, if you use a pupil pick list on the form itself...
Sarah Kattau almost 3 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Make sure there is feature parity between the web portal and mobile apps for school directory (GDPR)

In "Parent Portal Manager > Features > School Directory Options" there is no feature parity between the "Web Portal" tab and the "Portal App" tab (i.e. the mobile app). This led us to experience a GDPR issue in disclosing more of our staff d...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Now