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Draft payment list to include net figure and supplier bank details

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 3 Planned

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham about 1 year ago in IRIS Financials / Future development 0 Planned

design a report to run for open messages

To be able to run a report on a parent to see what messages they have opened and what they haven't as currently we can only do it by individual message or see the last 3 messages sent to them.
Guest about 2 months ago in IRIS Sync 0

Streamline the process of creating a new user

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.
Philippa Dykes almost 3 years ago in IRIS Financials 3 Development Complete

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 3 months ago in IRIS Financials / Future development 2 Already exists

View IRIS Financials on multiple screens

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 8 Already exists

To enable school administrators to build custom reports

No description provided
Julia Vekrikas almost 3 years ago in IRIS PlusPay 1 Will not implement

Remove the ability for school-level admins to archive MAT Admins at school level

To maintain the integrity of trust-based governance structures within MATs, I recommend removing the ability for school-level administrators to archive MAT Admins within the Every platform. Rationale: Governance Hierarchy: MAT Admins typically h...
Guest 2 months ago in Every Compliance / MAT Admin 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

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