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Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews almost 3 years ago in IRIS Financials 1 Under Investigation

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith almost 3 years ago in IRIS Financials 1 Under Investigation

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood almost 3 years ago in IRIS Financials 3 Already exists

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

No description provided
Guest almost 3 years ago in IRIS Financials 1 Planned

Automate sending parent portal codes via REST API

It would be great to be able to send the registration codes to parents via the API. At the moment it is done manually. Thank you very much.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / REST API 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 about 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

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

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