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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
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 -...

Ideas

Showing 394 of 3351

Low Balances Reminders on Registers

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 0

To have the ability to log people out from Active Session screen

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Angela Herbert over 2 years ago in IRIS Financials 0 Under Investigation

Amend Title of Goods Received Note to Goods/Services Received

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.
Sascha Ellman-Brown over 2 years ago in IRIS PS Purchasing 1 Planned

Asset disposal - revisit to add a description (reason)

After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.
Angela Herbert 7 months ago in Every Compliance / Assets 0

Central Function for Register Creation

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 2

Payment Items - Deposit + Instalment Payments

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent over 2 years ago in IRIS Financials 3 Planned

Option to restrict cancellation of bookings on Registers

Some schools require parents to book in advance, but as per their own school policies, do not allow parents to remove their bookings or amend their booked slots without speaking to school first. Having an option to prevent cancellation of bookings...
Guest 7 months ago in IRIS PlusPay 1