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Change location on invoice entry screen easier

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Guest about 1 year ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent about 2 years ago in IRIS Financials 2 Planned

Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent 7 months ago in IRIS Financials / Future development 2 Under Investigation

Cancelling GRNs

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.
Carol Clark 7 months ago in IRIS Financials / Future development 0 Under Investigation

Changing agent from inactive to active when there are current and applicants attached

Would it be possible for inactive agents to become active when there are current and applicants attached to them?
Guest 7 months ago in IRIS Ed:gen & iSAMS / Agent Manager 0

Withdrawal notes field can be added to leaver tab, under former on pupil manager

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Parents email options is set to be all_merges, if we can have a default set from our side such as the Students Manager available option for current students

Parents email options is set to be all_merges at the applicants level, if we can have a default set that we can apply from our side such as the Students Manager available option for current students? We can do that in the Student manager --> Ma...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Reporting on "deleted" records in admissions module

Currently the dashboards and reports in the admissions modules show a lot of historical data, dating back years so that we can do trend and conversion analyses. However, these stats don't include any reference from records that have been deleted (...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions 0 In Discovery

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans over 2 years ago in IRIS Financials 1 Under Investigation

Audit Log (Including User) Of Deletions

To be able to see an audit log of which user has deleted things out of modules. E.g. Which user deleted the event / visit in Admissions Module.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery