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Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Extract Purchasing Users

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.
Guest almost 2 years ago in IRIS Financials 1 Planned

Dual authorisation of supplier set up /bank changes

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...
Abbe Irving about 2 years ago in IRIS Financials 1 Awaiting Prioritization

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

IRIS Cloud accounts - Password systematically change

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...
Becky Graham about 1 year ago in IRIS Financials / Future development 0 Under Investigation

Ability to remove Former Pupils from Activities

Can we please have the ability to remove Former pupils from Activities. We can search for Current & Former pupils in many modules within iSAMS, can we please also have this in the Activities module. Thank you!
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Activities Manager 0 In Discovery

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Angela Herbert about 2 years ago in IRIS Financials 0 Under Investigation

The way date is input into fields

Rather than scrolling down three separate fields (Day/Month/Year) to input a date like in Date of Birth, please can we have it where you just type in the date. It's quicker and more convenient.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Inclusion of a 'Save and Search' functionality for query builder

Regularly using the same fields in query builder so would be helpful to save these
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Filter or extraction by payment status

It would be really helpful if we were able to either filter or pull out a list of applicants with the payment status - awaiting payment. This status is shown in the deposits tab and can be applicable to registration fees or deposits. It would be a...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature