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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Ideas

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To be able to restrict access to PARTS of pages, i.e. other staff to see name, photo etc but not personal details like dates of birth

Many staff want to see names, photos, departments etc of new or existing staff but should be allowed to see DoB etc and other personal details. Can there be a facility to obscure part osf pages not just the binary of restricting whole page or not
Guest over 4 years ago in IRIS Ed:gen & iSAMS / HR Manager 1 In Discovery

Reporting Suite layout

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Tina Hardy about 1 year ago in IRIS Financials / Future development 0 Under Investigation

Icons on Dashboard

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.
Tina Hardy about 1 year ago in IRIS Financials 0 Under Investigation

Reports Font Size

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...
Tina Hardy about 1 year ago in IRIS Financials / Future development 1 Will not implement

Management Accounts Report

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
Tina Hardy about 1 year ago in IRIS Financials / Future development 2 Under Investigation

Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy about 1 year ago in IRIS Financials / Future development 1 Will not implement

Ability to Disable Guest Accounts Creation and Customize Submission Page

It would be good if the school has control on guest user account creation since the portal belongs to school and the account is being created without our knowledge. From the Admission portal, anyone can create a guest account which we do not want ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 Already Present

Linking siblings with different mums/dads

Linking siblings with different mums/dads should be a lot easier to do without the contacts changing for both siblings. Setting the contact to private i find doesn't always work and then you cant remove the parent who shouldn't be linked because t...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Former student's timetable

Be able to see the timetable of a former student.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

Allow sets to be linked in development year

Whilst populating sets in the development year allow the use of linked sets.
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Teaching Manager 1 In Discovery