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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 10 months ago in IRIS Financials / Future development 1 Planned for a future major release

Editing Template Forms

It would be helpful if we could edit templated forms. At present we have to create a whole new one, save it under a new name then delete the old one which is really time consuming when you have a perfectly good one sitting there which could easily...
Guest almost 3 years ago in IRIS Parentmail 1 Awaiting Prioritization

View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest almost 3 years ago in IRIS Financials 0 In Development

Employee - Additional Payments - Hourly rate calculation formula

Within an additional payment, at the bottom of the window you can see the hourly rate being calculated. The formula is designed to calculate the hourly amount of the addition, not the FTE value. The FTE value formula is separate from the formula c...
Guest 3 months ago in Every HR / Employee - Additions/Deductions 0 Awaiting Review

Filter parents by group

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Jeannie Peace over 1 year ago in IRIS Parentmail 0

EveryHR - Salary Additional Payments in a report

Payroll allowances report - This seems to be a limitation. I want to be able to run a report from report builder with allowance info in it. There is no way to add to excel reports in repot builder the additions and allowances of staff. The only wa...
Guest 3 months ago in Every HR / Employee - Additions/Deductions 1 Awaiting Review

Option to refund account balances for dinners

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
Jeannie Peace about 1 year ago in IRIS Parentmail 0

Link Payments and forms

I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...
Rea Kelly over 2 years ago in IRIS Parentmail 2 Planned

Waiting List for BASC Register

It would be really useful if parents could be added to a waiting list, or set up an alert if a space becomes available at a club. Thanks
Jennifer Talbot 3 months ago in IRIS Parentmail 0

MTD VAT Account

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest 3 months ago in IRIS Financials 2 Awaiting Further Feedback