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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 2 years ago in IRIS Financials 1 Duplicate

Dot Tab for copying previous rows items not available.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...
Guest 7 months ago in IRIS Financials 1 Under Investigation

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 about 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Restrict 'Move' on REG Documents

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Guest 7 months ago in IRIS Financials 1 Under Investigation

Allow the same grade to be mapped multiple times to different year groups in ManageBac

Currently, the system does not allow a single grade (e.g., Grade 9) to be mapped more than once across different year groups in ManageBac. This limitation is restrictive for schools like ours that run more than one program (e.g., MYP & Elites)...
Guest 7 months ago in IRIS Ed:gen & iSAMS / REST API 0 Awaiting Review

Please add Official Name to the Student Manager batch API

This is a vital field for parents to be able to review, but currently there is no way to present it to them.
Guest 7 months ago in IRIS Ed:gen & iSAMS / Batch API 0 In Discovery

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 almost 3 years ago in IRIS Ed:gen & iSAMS / REST API 0 Good Feature

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 almost 2 years ago in IRIS Financials / Future development 1 Under Investigation

A way of stopping either a batch or a singular email from being sent/in queue to send within iSAMS.

Even the batch is in queue to send but not successfully sent yet. Are there anyway to stop those batch?
Nantawat Sintagerd about 3 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Add support to retrieve subjects under School Roles similar to Roles and Departments in HR manager

We have been asked to extract the subject data from HR Manager.There is already support for roles and departments under the following endpoints: humanresources/employees/{id}/roleshumanresources/employees/{id}/departments Is it possible to add sim...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / REST API 0 In Discovery