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Draft payment list to include net figure and supplier bank details

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 3 Planned

Workflow units are only day/week/ month - make it possible to create a concern based on recurrence over ANY time frame

At present, there will only be a concern raised if it is 3 instances in a day/week/month - it would make it much more useful if it were 'year' also, because unless it happens within the day/week/month, it won't be a record and that means the conce...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 6 In Discovery

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham about 1 year ago in IRIS Financials / Future development 0 Planned

Streamline the process of creating a new user

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.
Philippa Dykes almost 3 years ago in IRIS Financials 3 Development Complete

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 3 months ago in IRIS Financials / Future development 2 Already exists

Amendment to dynamic text for gender

System should look at 'gender identification field' on SIMS and not 'sex' field to ensure the correct pronouns are used.
Guest about 2 months ago in IRIS Reach 0

Create a Concern Wizard to include Add Action

Create a concern wizard currently allows teachers/staff to create a concern about an individual but stops short of allowing the person creating the concern to add actions for follow-up. Actions are only accessible by entering the full Wellbeing Ma...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 8 Already exists

Bulk update visibility

Please could we have the option of bulk-updating the visibility of all concerns for a given child? This would help immensely with staff changes, or when a child moves class, and the new staff need to be made aware of the history.
Guest 4 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Already Present

Assign actions to multiple staff

Might it be possible to allow Actions to be allocated to multiple staff at once? This could either take the form of copying the action out once per staff member chosen, or allowing more than one staff member to be assigned to a single action. Pref...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2 Good Feature