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Review the limitations of the overlap of accountin period start dates in period 00 and period 1

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Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Add School Name and other details to statements for club bookings

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...
Viv Farnsworth about 3 years ago in IRIS Parentmail 1 In Discovery

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Purchase Window 'Viewable to' should remove items even when paying instalments

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.
Guest over 1 year ago in IRIS Parentmail 0

Allow bulk delete of Payment Alerts

I'd like to be able to select all the Payment Alerts and Accept them in one go
Guest over 1 year ago in IRIS Parentmail 0

have a charity link to comic relief

This would be useful for us to be able to have donations collected during red nose day go directly to comic relief
Guest over 1 year ago in IRIS Parentmail 0

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest over 1 year ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams over 1 year ago in IRIS Parentmail 0

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest over 1 year ago in IRIS Parentmail 0