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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 over 3 years ago in IRIS Financials 1 Duplicate

Enable/Disable Simultaneous Logins per user

We would really appreciate being able to enable/disable simultaneous logins on a user, user group or security profile basis, to allow certain members of staff who, for example, may have both a desktop and a laptop, to remain logged in, while not d...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Create and update discipline

It's great you have discipline beta on the REST api now now, can we also have update and create methods. We have lots of pastoral workflows that result in detention and we currently have to send an email to an admin person to enter them manually, ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / REST API 0 In Discovery

Able to sort new List Object in Global Lists

Currently when you add a new List Object to new/existing Group, the object is arranged in alphabetical order. Should add a new feature whereby the objects could be arranged in whatever order the user prefers.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Make updated agent's registered address to apply to all clients

There should be an option such that a change in the registered office of the customer will automatically update for every individual client
Guest 8 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

PERFORMANCE DASHBOARD

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.
Guest 9 months ago in IRIS Analytics & Reporting 0 Needs review

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest almost 3 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

teaching sets

Allow creation of sets within teaching manager, at the moment I can list all the sets but it would be useful to create a set, or even modify set details
Guest over 3 years ago in IRIS Ed:gen & iSAMS / REST API 0 Good Feature

E Procurement Supplier

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Guest 9 months ago in IRIS Financials 0 Will not implement

Supplier Refund button

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?
Guest 9 months ago in IRIS Financials 1 Will not implement