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Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews almost 3 years ago in IRIS Financials 1 Under Investigation

Purchase Window 'Viewable to' should remove items even when paying instalments

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.
Guest 12 months ago in IRIS Parentmail 0

Allow bulk delete of Payment Alerts

I'd like to be able to select all the Payment Alerts and Accept them in one go
Guest 12 months ago in IRIS Parentmail 0

Placement of Electronic Form 'successful completion' messaging

We have received some feedback from parents regarding the messages that appear upon the successful completion of an online form. If the form is lengthy, which is the case with a couple of recent forms sent out to collate health information, they c...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

have a charity link to comic relief

This would be useful for us to be able to have donations collected during red nose day go directly to comic relief
Guest about 1 year ago in IRIS Parentmail 0

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham about 1 year ago in IRIS Financials / Future development 1 Under Investigation

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 about 3 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 about 3 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

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 about 3 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 about 3 years ago in IRIS Financials 1 Planned