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Review the limitations of the overlap of accountin period start dates in period 00 and period 1

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Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Notes

We are currently seeking to transition to a paperless approach with respect to our admissions process. Presently, we manually enter applicant information from our website application form into iSAMS. We are nearing the final stages of completing o...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Adding fields from Pupil Manager module to Admissions Portal forms

We are creating a Portal Form for our new intake families to complete requesting essential Emergency contacts, Medical Information and Data Preferences etc. It would be really useful if we could access the Medical Fields in the Pupil Manger module...
Guest over 7 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 Next

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Angela Herbert about 3 years ago in IRIS Financials 0 Under Investigation

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

Test database stands out more

Customers have said they would like the TEST database to be more obviously the test ie in a different colour or the box in the top left to be bigger, brighter colour and to stand out more. This would then avoid them entering transactions into the ...
Angela Herbert about 3 years ago in IRIS Financials 1 Under Investigation

Select personalised fields in reports

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...
Kath Tooley over 1 year ago in IRIS PS Purchasing 1 Already exists

Commitments report

Why cant we see the breakdown of commitments on the trial balance or the cost centre report, this is really useful for all users. It worked well in V6.
Jamie Vincent about 3 years ago in IRIS Financials 2 Planned

Providing feedback

I am setting up workflows currently and receiving support from Advantage. I do not always receive the feedback link within the case resolution email. I think it would be good to have a link attached to each case logged via the Iris platform, where...
Guest over 1 year ago in IRIS PS Purchasing 1 Will not implement