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View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 8 Already exists

To enable school administrators to build custom reports

No description provided
Julia Vekrikas almost 3 years ago in IRIS PlusPay 1 Will not implement

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry 6 months ago in IRIS Financials / Future development 1 Planned for a future major release

Period Default

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Guest over 1 year ago in IRIS Financials / Future development 1 Development Complete

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest almost 2 years ago in IRIS Financials / Future development 1 In Development

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 7 months ago in IRIS Financials / Future development 1 Under Investigation

Ability to exclude trips from the Budget Check.

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
Becky Graham 10 months ago in IRIS Financials / Future development 0 Awaiting Further Feedback

MAT Level management

The ability to manage pages at MAT level and view analytics & ofsted compliance in a summarised view for the group.
Bradley Allen 7 months ago in IRIS School Spider 0

Change location on invoice entry screen easier

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Guest about 1 year ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent 7 months ago in IRIS Financials / Future development 2 Under Investigation