Ideas

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

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...

Brunswick School has suggested it would be very useful if they could run a report which listed all allergens, for members of staff to have to hand when going on a school trip. As it stands, they can view the allergens on ParentMail, but cannot eas...

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.

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...

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.