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Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Parents' Evening Reporting

Raising on behalf of George Spencer Academy who are a large school with over 100 teachers. They would like to be able to limit permissions for teachers to be able to generate reports and view their own parents' evening appointments only.
Sarah Gwinnell almost 2 years ago in IRIS Parentmail 0

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 2 years ago in IRIS Financials / Future development 2 Under Investigation

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Jamie Vincent almost 2 years ago in IRIS Financials / Future development 1 Planned

Extract Purchasing Users

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.
Guest almost 2 years ago in IRIS Financials 1 Planned

Dual authorisation of supplier set up /bank changes

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...
Abbe Irving about 2 years ago in IRIS Financials 1 Awaiting Prioritization

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Offer Different Time Slots for Parents Evening

I've just trained a school who require 7 minute parents evenings, rather than the 5. 10, 15 minute increments that are currently offered. Could the system be altered to offer minute increments up to 10 minutes? School - Limpsfield Grange School RH...
Sharmaigne Watson about 2 years ago in IRIS Parentmail 1 In Discovery