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Ability to create forms with branching login

It would be useful to be able to build nore complex forms withing ParentMail. With branching capabilities. Most forms we create required some form of branching. It would be useful if this was all contained within ParentMail - rather than have to u...
Guest about 2 months ago in IRIS Parentmail 0

Pupil name received

Pupils name and groups to be shown instead of parent/carer name as sent parentmails
Guest 3 months ago in IRIS Parentmail 0

Ability to send forms to staff to complete in the upgraded version

Before the upgrade we would send out lots of forms to staff in the September via ParentMail, such as Declaration of Business Interests, Safeguarding declarations. Our templates are still there but we are unable to send them to staff as that featur...
Kathryn Jones 3 months ago in IRIS Parentmail 0

Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest about 2 months ago in IRIS Financials 1 Planned for a future major release

Bank Reconciliation Warning

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.
Guest 3 months ago in IRIS Financials 0 Under Investigation

Bank Reconciliation Quick Statement Search link

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.
Guest 3 months ago in IRIS Financials 0 Under Investigation

Media Approval Step for non-ISO customers

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again
Guest 3 months ago in IRIS Financials 0 Planned for a future major release

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 almost 2 years ago in IRIS Financials / Future development 9 Already exists

Payment Run - Ability to deselect all items.

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Becky Graham almost 2 years ago in IRIS Financials / Future development 5 Planned

User Holidays

Could there be a option to put an end date on the Users On Holiday tick box? Sometimes it can be forgotten to remove the tick once they're back. If the system could automatically do it on the end date entered, this could save some time.
Guest over 1 year ago in IRIS Financials 0 Planned