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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 12 months ago in IRIS Parentmail 0

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith almost 3 years ago in IRIS Financials 1 Under Investigation

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood almost 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest almost 3 years ago in IRIS Financials 1 Planned

Add detention name and type to confirmation emails

Where fields like work set, location, and offence code are already included in detention confirmation emails, it would be extremely useful if the detention name or type could be included in this email. Where detentions can vary in severity or cont...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Discipline Manager 1 In Discovery

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 about 1 year ago in IRIS Parentmail 0

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham about 1 year ago in IRIS Financials / Future development 1 Already exists

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 about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Detention types to be filterable and have granular user permissions

We have different levels of detention (using the detention type field), most staff will only want to put a student into the lower levels so allowing them to pick from an open list of upcoming detentions of every level makes it harder than it need ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Discipline Manager 0 In Discovery