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Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

Pastoral Tutors to show on the Overview Screen

Can we please have the pupils Pastoral Tutors show on their Overview screen.Thank you.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Good Feature

Period State Access Level

Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...
Guest 8 months ago in IRIS Financials / Future development 1 Under Investigation

Ability to create custom fields on Medical Centre records, i.e. Diary entries or Condition records

It would be really helpful if we had the ability to create custom fields on Medical Centre records i.e. Diary entries or Condition records, similar to how we can in Pupil manager.
Guest about 8 years ago in IRIS Ed:gen & iSAMS / Medical Centre 1 Good Feature

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest 9 months ago in IRIS Financials / Future development 0 Under Investigation

Prevent medication being issued for a future date

We have a pupil who has to see the nurse every day for medication. Today the nurse has realised that she added yesterday's medication with an incorrect future date, some months ahead. It should not be possible to dispense medication in the future,...
Neil Williams 9 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 In Discovery

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Jamie Vincent about 2 years ago in IRIS Financials / Future development 1 Planned

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 Planned

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 9 months ago in IRIS Financials / Future development 0 Under Investigation