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A cashflow report that works across financial years

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful
Guest over 2 years ago in IRIS Financials 1 Development Complete

On Cloud Portal Management we need the attendance graph like this but not the attendance in menu

On Cloud Portal Management we need the attendance graph like this but not the attendance in menu
Guest 5 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Meeting booking should be improved.

When booking meetings the ability to duplicate over both weeks and also create meetings that span multiple periods to be entered in one go instead of manually doing a meeting over 2-3 periods which is prone to errors and time consuming.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

Ability to delete direct debit schedule, amend invoices and recreate schedule

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Send absences entered in HR Manager to Cover Manager

Currently absence can be entered in Cover Manager and sent to HR Manager using the tick box at the bottom of the form. Please can this be set up the other way around, so that if an absence is added in HR Manager, it can be sent to the Cover Manage...
Stephen Spurrell about 3 years ago in IRIS Ed:gen & iSAMS / HR Manager 1 In Discovery

Notes and Reports to be in chronological order

Previously on SEN Manager when you added notes (on the notes tab) or uploaded documents to the reports tab, it asked for a date and would put them in chronological order. On the new Student Registers it just just puts them in order of when you add...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Registers 0 In Discovery