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Dot Tab for copying previous rows items not available.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...
Guest 6 months ago in IRIS Financials 1 Under Investigation

Filter by Category on Wellbeing Manage Records page

I had made a massive error recently and accidentally bulk assigned visibility of a range of safeguarding records to the incorrect user group. Thankfully the user group assigned was a very small group that work closely with the safeguarding team an...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Notify when Action is complete

At the moment the person allocated an action is emailed to let them know there is an action for them to carry out, but the person setting that action doesn't get informed when the action is complete. User setting the action should get a notificati...
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Error posting notification

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...
Jamie Vincent over 2 years ago in IRIS Financials 4 Planned for a future major release

Restrict 'Move' on REG Documents

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Guest 6 months ago in IRIS Financials 1 Under Investigation

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham over 2 years ago in IRIS Financials 1 Planned for a future major release

Filter Staff Member dropdown to filter out ex-staff, or indicate leavers/disabled accounts

The Staff Member dropdown on both Add New Concern, and Add Staff to Visibility lists ALL Users in iSAMS - even those who have left, and have disabled accounts. We need to keep both our User table and Staff table for a period of time to retain hist...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Now

drop down for nature box

It would be really helpful if the NATURE box under the category of SAFEGUARDING in 'create a concern' in wellbeing manager had a drop down menu - so that staff cannot input whatever they like...and therefore my reports to analyse the nature of con...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Awaiting Further Feedback

A cashflow report that works across financial years

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful
Guest about 3 years ago in IRIS Financials 1 Development Complete