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Advanced Bank Reconciliation - Add additional fields to the Column selection eg. Period.

Users are having to open up a document enquiry screen at the same time as using the Advanced Bank Reconciliation so they can check the period an item was posted in. It would be great if we could add to the list of available fields within the colum...
Becky Graham almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Pupils on Report

Pupils are put on report for a period of time. Could there please be a place within the Discipline Manager module to record this. It would also be very useful if this was shown as a flag on the pupils record when a teacher is applying their regist...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Discipline Manager 1 Good Feature

Quicker posting of bank receipts on reconciliation screen

When reconciling the bank in IRIS Financials, it would be great if IRIS was clever enough to detect incoming amounts and automatically suggest a match to an open invoice on the sales ledger. You could then just confirm this and it would automatica...
Hannah Matthews almost 2 years ago in IRIS Financials 1 Awaiting Prioritization

Chat box - either on Portal or Accounting

not sure if this request has any mileage, but is it possible to add the chat box facility on either the portal or accounting, which connects to the administrator, or the location help desk with in IRIS. Not sure if this is an IRIS system issue or ...
Jamie Vincent almost 2 years ago in IRIS Financials 1 Will not implement

My request was for your ICT team to maybe look into adding a button on the viewing orders screen that can send a reminder on an adhoc basis just to selected pupils.

Currently have to compose emails to parents, but it would be much more efficient to be able to send a reminder out from the system when required by the press of a button. customer is aware that items can be initially set up with payment reminders ...
Guest about 2 years ago in IRIS PlusPay 0 Already exists

Read receipt documents from emailers

My customer (SHA03) asked that there could be an option to receive a read receipt from the document emailers (document, remittance and statement) so that they know that the recipient has received and read the document sent to them
Angela Herbert about 2 years ago in IRIS Financials 2 Under Investigation

Discipline Manager enabled more specific inputting of detentions so that the task was carried out once rather than repeated.

We have several categories of detention occurring on repeated days. Currently we have to input each type of detention individually for a run of days of the week, generally 5 inputs to add for each day of the week for each category. A tick box for ...
Guest about 8 years ago in IRIS Ed:gen & iSAMS / Discipline Manager 0 In Discovery

Password Requirements

Could the password requirements set in Administrator show to Users when they are changing their password?
Guest about 2 years ago in IRIS Financials 1 Under Investigation

Document enquiry location criteria

It would be really useful for those of us with multiple locations to be able to have a location criteria in the search functions in document enquiry so that when searching POINs it is easier to search just one location in the 200 documents rather ...
Caroline Hatcher about 2 years ago in IRIS Financials 2 Under Investigation

Be able to add new periods in bulk

Future periods need to be created to ensure prepayments of contracts etc work correctly, however by default PSF only add a year or 2 and then make it the end users responsibility to add individually. Or have to pay extra for Bespoke Work. Why when...
Sascha Ellman-Brown about 2 years ago in IRIS Financials 2 Already exists