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Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy 10 months ago in IRIS Financials / Future development 1 Will not implement

Ability for admin staff to edit parents evening appointments after closure

Please can we get the ability for school admin (primary) to amend parents evening bookings after the bookings have closed? Currently if a parent cancels on the day and would like to rebook for the next day we can't rebook them as they already have...
Rea Kelly over 1 year ago in IRIS Parentmail 0

Navigation Links should have a permission of access similar to Files uploaded under Document & Files

Please allow us to add permission levels/access control for Navigation links or Bookmark links similar to permission options available for File uploaded under Document & Files. This will be useful when we want to share a link either via Naviga...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Parent Portal forms - date field type defaults and rendering

The rendering of date field type needs modernising to a proper calendar selector and its value should default to the current date.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Enable creation of custom groups for emails via Parent Portal

To streamline our communications we would like to send emails via the parent portal to appear in the email history in the Parent App (currently Student Manager emails don't do this). We would need to create class, year and activity groups.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 2 years ago in IRIS Financials 1 Under Investigation

More efficient way to send emergency contact details report to parents to check

We need to know if all contact details held for a child are correct and relevant. As it is only parents/mother/father now visible on the parent portal, it would be good to be able to send a contacts report to all/selected parents for them to be ab...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood over 2 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest over 2 years ago in IRIS Financials 1 Planned