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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

Add 'Billing Email Address' from the Contact record

Add the field 'Billing Email Address' from the contact record.
Sean Corrigan about 2 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

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

Add Medical Flag (Y/N) field to the current pupils health with custom fields Batch API

The Pupil Heath Details, including custom fields are available in the current pupils health with custom fields batch API, which is great. However it seems completely inexplicable that the most crucial of all of the fields, the Medical flag (Y/N) f...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

BATCH API Staff Filters - add division filter

We've just purchased Exams Assist to help with seating plans and I've been setting up the BATCH API for this. We only need staff from one of the divisions to be pulled through, so please add the functionality to allow division as an option. While ...
Neil Williams 2 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

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

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

Add Visa data to Batch API endpoint

Passport data is available but visa data isn't. This is anomalous. REST API is an additional cost. (Because it is designed for third parties?) Batch API can be used in school to extract data internally.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Batch API 4

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