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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 11 months ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest 11 months ago in IRIS Financials 2 Awaiting Further Feedback

Pull 'Off Register' pupils within the Looked After Register into the Table 5 for Summer Census

We currently show our 'Post-LAC' children as 'Off-Register' within the Looked After student register reflecting that those children were at one point 'looked after' (therefore on-register) but are now not 'looked after'. This is the same logic use...
Steve Boothroyd 6 months ago in IRIS Ed:gen & iSAMS / Census Manager 0

Gradebook List View

Please could you give the function to 'Export to CSV' to the 'List View' component of the Gradebook, as is possible to do in the workbook view.
Guest 6 months ago in IRIS Ed:gen & iSAMS / Gradebooks 1

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Include generative AI throughout all of MIS rather than just in Central

I am looking into using generative AI to speed up the process of report writing for our staff. I know other MIS (such as Arbor) have added the functionality for reporting written by AI and I was wondering if that is possible/planned for ISAMs. I k...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Academic 0 In Discovery

Calendar editing permissions

It is not currently possible to stop staff from editing authorised calendar events without removing their ability to create them. This causes issues for the events/ops teams. We want staff to submit events for authorisation, but for edits it would...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

Personalising a large amount of emails with unique information like prizes via a spreadsheet

At the moment we have to mailmerge and sent out over 120 separate emails to prize students. It would be really helpful if we could use a spreadsheet and then personalise each email within the normal email wizard by choosing the spreadsheet fields
Guest 6 months ago in IRIS Ed:gen & iSAMS / Communications 1 In Discovery

Delete Lessons in Bulk

In June, after the SQA exams, our older pupils follow a new timetable (they start the course levels they would do in the next academic year, since they have done their exams for the current year). This means that in June we need to delete all the ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery