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Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

upload documents to life events

Please can it be designed that documents can be uploaded to life events in well being manager, this can be done in concerns, however there are life events which require documents being made and there fore it would be handy to be able to upload the...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Workflows to run more frequently than once a day

Let's say you've got detentions at the end of the day. Having the workflow run during the day would facilitate attendance on the same day as opposed to the following one. Some indicators ideally need same day action and currently these aren't appa...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Angela Herbert almost 3 years ago in IRIS Financials 0 Under Investigation

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

Click to Search

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest over 1 year ago in IRIS Financials 0 Planned

Icon if concern has Attachment on Wellbeing Manager

No icon indicating there is an attachment with concern entered on Wellbeing Manager ; no quick icon either after clicking the pupil's name. Knowing that an incident recorded has an attachment along with it should be more intuitive rather than user...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Test database stands out more

Customers have said they would like the TEST database to be more obviously the test ie in a different colour or the box in the top left to be bigger, brighter colour and to stand out more. This would then avoid them entering transactions into the ...
Angela Herbert about 3 years ago in IRIS Financials 1 Under Investigation

Commitments report

Why cant we see the breakdown of commitments on the trial balance or the cost centre report, this is really useful for all users. It worked well in V6.
Jamie Vincent about 3 years ago in IRIS Financials 2 Planned