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Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy 12 months ago in IRIS Financials / Future development 1 Will not implement

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

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

Save the Children as a Charity Partner

Breakwater Academy would like to request Save the Children as a Charity partner so that they can complete fundraising activities with ease.
Guest about 2 years ago in IRIS PlusPay 0 Will not implement

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

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest about 1 year ago in IRIS Financials 1 Planned for a future major release

Payment Selection - untick all!

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.
Tina Hardy about 1 year ago in IRIS Financials 1 Duplicate

Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Tina Hardy about 1 year ago in IRIS Financials / Future development 1 Under Investigation

Printing Journals

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.
Tina Hardy about 1 year ago in IRIS Financials / Future development 2 Already exists

Add a field to employee departments data that indicates the order that they appear within iSAMS

You can order the departments of an employee in iSAMS. Customers would like us to extract this order when pulling iSAMS employee departments.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / REST API 0 In Discovery