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Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

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Guest almost 3 years ago in IRIS Financials 1 Planned

Option to default new Parent Portal accounts to iSAMS 2FA ENABLED

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Bulk Delete Accounts of Leavers

I currently run SQL queries to see pupil and staff leavers that have User Accounts remaining. It takes a long time and is prone to error. It would be great to have a view of those accounts that are linked to HR or Pupil records with non-current st...
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews almost 3 years ago in IRIS Analytics & Reporting 2 Already exists

Ability to control display of widgets on Dashboard

Currently to remove the Who's Online widget users have the ability to delete for themselves. We would like more central control of these widgets so that we can assign who can/can't see via User Group or Security Profile
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 1

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham about 1 year ago in IRIS Financials / Future development 1 Already exists

Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Ability to add labels to trusted network IPs

As part of a review of our GDPR compliance in iSAMS, it has become apparent that the Trusted Networks list for 2FA would be much enhanced by adding the ability to label each entry. It is remarkably difficult to audit this list when it is literally...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest about 2 years ago in IRIS Financials / Future development 2 Under Investigation