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Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

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 over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

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...
Guest over 2 years ago in IRIS Financials / Future development 1 Under Investigation

View Actions in Wellbeing Manager: Student Overview - Student Timeline

It would be helpful if actions taken for student concerns are visible on the Wellbeing Manager: Student Overview - Student Timeline. This would allow teachers to efficiently track and review individual concerns and actions, without the need to nav...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2

We would like to order the visibility groups in Wellbeing Manager

We would like to order the visibility groups in Wellbeing Manager
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

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 over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 3 years ago in IRIS Financials 2 Planned

Option to Bulk update the status of Wellbeing concerns

Option to Bulk update the status of Wellbeing concerns.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2

MTD VAT Account

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest 10 months ago in IRIS Financials 2 Awaiting Further Feedback

Search function for Concerns list

Please could we have a search function, allowing us to search using any of the fields from a Concern (and whether or not documents have been attached to the concern), on the Concerns list for each child?
Guest 10 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Awaiting Review