Ideas

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

We have house competitions, where the winning house gets e.g. 100 points, second gets 75 etc. We would like a way to add these into Rewards & Conduct without having them attached to an individual pupil.

Can the option to generate a word document report either be removed, or the option enabled. Currently it is greyed out making you think that word documents can be created and there is a problem in iSAMS leading to a support ticket.

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...

When looking to compare rewards/conduct data year on year, it would be ideal to have a built-in report added showing the correct data for the correct year. For example, if producing a rewards report for academic year 2023-2024 the form group shoul...