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Filter parents by group

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Jeannie Peace almost 2 years ago in IRIS Parentmail 0

Invoice Length

If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...
Guest 4 months ago in IRIS Financials / Future development 1 Under Investigation

Export contact data

It would be very useful to be able to export all of our contact data into a spreadsheet format like it was possible to do on the previous version of ParentMail. It is currently extremely tedious to find out who we have in our contact lists as we d...
Guest 4 months ago in IRIS Parentmail 0

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans about 3 years ago in IRIS Financials 1 Under Investigation

Remove leavers from 'Balance adjustment tool'

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.
Guest 8 months ago in IRIS Parentmail 0

As At Status Enquiry- Ledger

Could the As At Status on the purchase ledger as an option be added? It was on version 6.
Guest 4 months ago in IRIS Financials / Future development 0 Under Investigation

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Charlotte Austin over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Download Senders list

In a previous version of ParentMail I was able to download a list of names that a mail had gone to and export to to send to a third party
Guest 4 months ago in IRIS Parentmail 0