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Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews over 2 years ago in IRIS Financials 0 Under Investigation

Send Reports directly from Reporting Suite

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Guest over 2 years ago in IRIS Financials 1 Already exists

Payment Run

I think it would be beneficial to have a similar payment run process to v6. Due to the current issue with Paylist IDs and because this issue could be caused by users having to post a document instantly whereas in V6 there was stages (provisional (...
Guest over 2 years ago in IRIS Financials 0 Duplicate

Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...
Guest over 2 years ago in IRIS Financials 1 Awaiting Further Feedback

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Make it possible to add house points using student iSAMS number.

Student names are not unique. When adding house points, or other interactions with students, it should be possible to search by student iSAMS number. Currently it is impossible to automate interactions with iSAMS when iSAMS numbers are not used, a...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

Reporting: Invoices missing attachment reports for POIN on School level

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.
Guest over 1 year ago in IRIS Financials / Future development 2 Under Investigation

In configuration, it would be very useful to be able to pick and choose what comes up in the 'Department and/or Subject' dropdown.

Rather than the Departments and subjects being pulled through from iSAMS en masse, it would be more user friendly if these could be chosen in the configuration. We really only want teachers to have to choose from a list of relevant Departments, ra...
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

Payment Run History screen - Ability to filter/sort the information shown.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Awaiting Prioritization

Disciple record entry does not auto email form tutor, deputy head but neg housepoints does

I logged and call and was told the facility is not available. When a child gets a negative house point our form tutors and deputy head get an email. We have changed our paper system to isams for disciple records. Therefore we wanted it so if someo...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature