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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

Ideas

Showing 235 of 3335

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest 11 months ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams 11 months ago in IRIS Parentmail 0

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest 11 months ago in IRIS Parentmail 0

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 11 months ago in IRIS PS Purchasing 1 Will not implement

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 almost 2 years ago in IRIS Parentmail 0

Amend Booking window for Parents Evening

Please can the booking window for Parents Evenings be amended at any time? I currently have parents evenings open but parents swapping appointments between themselves. If the school have the ability to close the booking window, it allows staff to ...
Guest 11 months ago in IRIS Parentmail 0

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature