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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

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

Change the headings on leave requests on portal

We are able to mark a leave request as approved or rejected but if it is for a family holiday we want to explain to the parent that this has been logged but is an unapproved absence. Also rejected seems to not go down well with parents - are we ab...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

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

Automate new parents activation code

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

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

Student Manager - Academic Tab - Search for teacher to include all classes

When searching for classes by teacher, it only displays the ones where the teacher is the primary teacher and does not include any where the teacher is the secondary teacher. We have a lot of classes taught by two teachers and it is difficult to f...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Student Manager 3 Good Feature

Create Demerit Entry

Adding the "Create Demerit Entry" to the wizard bar under "Student Manager". This shortcut will be useful instead of having to search for the student and then select the discipline manager. It will also be useful to be able to select multiple stud...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature