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Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Compliance - Asset Financial Categories reporting

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Angela Herbert 6 months ago in Every Compliance / Assets 0

change 2FA message

Users (both parents/staff) get the following message when they need to put 2FA code from their authenticator app: You must contact your Two-Factor Authentication Administrator to access the system. It's quite confusing for people and means they em...
Guest 6 months ago in IRIS Ed:gen & iSAMS / System 0 In Discovery

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 1 year ago in IRIS Financials / Future development 1 Under Investigation

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert about 1 year ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Asset locations syncronising into the location field in an incident record

This will enable consistency for reporting purposes as this is currently a free text field.
Bradley Allen 7 months ago in Every Compliance / Incidents 0

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 2 years ago in IRIS Ed:gen & iSAMS / REST API 0 Good Feature

Ability to update "Pupil Home Email Address" field via API

Can you make the "Pupil Home Email Address" field available in the API so the data from Applicaa Admissions+ can be directly imported into it? Current process is it has to be imported into iSAMS Custom Field, exported into a spreadsheet and sen...
Guest 7 months ago in IRIS Ed:gen & iSAMS / REST API 0 In Discovery

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Jamie Vincent about 2 years ago in IRIS Financials 4 Planned for a future major release