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Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert over 1 year ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

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

Show completed time in Portal Publishing

Towards the end of term we often have multiple report cycles to be published. Yesterday, for example, we had Y7, 9, 11, 12 and 13 going out. While we had them all queued up to run, I had to leave before they had finished, so I don't know what time...
Neil Williams 7 months ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Need to limit access to certain areas of the Report Printing Module

Need to limit access to certain areas of the Report Printing Module. Currently, if a staff has access to the Grade Matrix they will by default also have access to the Publishing tab. Can we have individual access to report publishing tab
Sunitha MC over 2 years ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 8 months ago in IRIS Financials / Future development 1 Under Investigation

Ability to hide 'Payment' tabs

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Autofit Column Width and/or Tooltip for Manage Routine/Manage Runs pages

In the Manage Runs page, I can zoom out to see hidden text. This trick does not work in the Manage Routines page. Both pages, I cannot just hover over the text and see full name in a tooltip.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Report Printing 2

Click to Search

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest 8 months ago in IRIS Financials 0 Awaiting Prioritization