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Filter parents by group

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Jeannie Peace about 1 year ago in IRIS Parentmail 0

Period Default

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Guest over 1 year ago in IRIS Financials / Future development 1 Development Complete

Option to refund account balances for dinners

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
Jeannie Peace 12 months ago in IRIS Parentmail 0

Bring back the binocular search function

There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent over 2 years ago in IRIS Financials 3 In Development

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 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

Editing Template Forms

It would be helpful if we could edit templated forms. At present we have to create a whole new one, save it under a new name then delete the old one which is really time consuming when you have a perfectly good one sitting there which could easily...
Guest over 2 years ago in IRIS Parentmail 1 Awaiting Prioritization

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest almost 2 years ago in IRIS Financials / Future development 1 In Development

Search bar filter

would be very helpful to have a way to change the filters on the toolbar in the assets summary section to show ‘last checked’ or ‘last updated’? Currently these are the only filter options available. This would be very helpful when conducting asse...
Guest 3 months ago in IRIS Assets 0

View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest over 2 years ago in IRIS Financials 0 In Development

One Login for Multiple Sites

At the moment, users who are managing multiple separate sites have to use different usernames, but this means that notifications don't go to the actual email address because the one used to log in doesn't actually exist. Also makes it difficult to...
Guest 3 months ago in IRIS Assets 1