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RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest almost 2 years ago in IRIS Financials 2 Awaiting Further Feedback

Iris Web Users - able to change own passwords

It would be really helpful to administrators if web users could reset their own passwords.
Guest 7 months ago in IRIS Financials / Future development 1 In Development

Unable to load document

When a user does not have to one or more detail lines on a REQ/PORD, when following the email link it will come up with an error saying unable to load document. Could this error be more specific, why can't it be loaded, what access is the user mis...
Guest 7 months ago in IRIS Financials 0 Under Investigation

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest almost 2 years ago in IRIS Financials / Future development 1 Planned for a future major release

Enable a search for entries by visibility group

It is not currently possible to search by visibility group, you can only search by pupil name, school structure, tutors, classes or any custom groups that have been created. Please can you make it possible to search all entries by visibility group...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 3 years ago in IRIS Financials 3 Planned

Pastoral Flag

In configuration of Pastoral Flag colors, It would be beneficial to all user if the flag color that has been set up in Well Being module will also reflect in other modules such as Pupil Manager and Registration. As of the moment, the pastoral flag...
Guest over 2 years 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 over 2 years ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Screen Resolution Issue Fix

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...
Guest about 3 years ago in IRIS Financials 1 Planned for a future major release

See opening and closing balances during the reconciliation of bank statements

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.
Angela Herbert about 3 years ago in IRIS Financials 1 Duplicate