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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 9 months ago in IRIS Financials / Future development 0 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 10 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

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 10 months 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 10 months ago in IRIS Financials / Future development 1 Under Investigation

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 2 years ago in IRIS Financials 2 Already exists

Purchase ledger short cut

There must be a quicker way to get to the Purchase ledger.
Jamie Vincent over 2 years ago in IRIS Financials 1 Planned

Option to Bulk update the status of Wellbeing concerns

Option to Bulk update the status of Wellbeing concerns.
Guest 10 months 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 10 months 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 10 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Set default Severity Level

It would be very useful to be able to set a default Severity Level, in the same way that a default "Concern Status" is set.
Sean Corrigan 11 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature