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Payment Dashboard - Update the Payment Practices Report

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...
Guest 8 months ago in IRIS Financials / Future development 0 Under Investigation

Include Account Codes alongside Account Titles in Commitment, Order, and GRN Reports

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title
Guest 4 months ago in IRIS Financials / Future development 1 Under Investigation

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans over 3 years ago in IRIS Financials 1 Under Investigation

Invoice Length

If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...
Guest 4 months ago in IRIS Financials / Future development 1 Under Investigation

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 over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

As At Status Enquiry- Ledger

Could the As At Status on the purchase ledger as an option be added? It was on version 6.
Guest 4 months ago in IRIS Financials / Future development 0 Under Investigation

Preferred name must take precedent when displayed outside of the Employee Record

It was raised to me that people may have a preferred name for quite sensitive reasons, for example someone who is none binary might feel their name reflects to heavily on their gender assigned at birth so identifies with a more gender neutral name...
Guest about 1 year ago in Every HR / Employee 1 Good Feature

Post/Vacancy Approvals

We would like post/vacancy approvals to include a mandatory approval step for certain work groups. Currently, the HR team has to create and add posts and vacancies themselves. Our preference is for this responsibility to sit with School Operations...
Guest 9 months ago in Every HR / Recruitment 0 Awaiting Review

Absence request - modification

When adding in general absence can we have an option to make something re-occurring if a member of staff has a weekly appointment. It would save us keep having to create a new appointment for every week.
Guest 5 months ago in Every HR / Absence Management 0 Awaiting Review

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent about 3 years ago in IRIS Financials 2 In Development