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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 almost 2 years 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 almost 2 years ago in IRIS Financials 2 Awaiting Further Feedback

Case Managment - PDF bundle document pack

The option to download all documents related to a case as bundle rather than individually. Would also be nice to have the option as to what to include in the bundle rather than just all the docs depending on recipient.
Guest 7 months ago in Every HR / Case Management 1 Good Feature

Time and expenses four decimal places

The calculation of amount claimed for a time claim to be done to two decimal places. When calculating the amount claimed this has increased due to the four decimal places. If this is calculated to two decimal places the amount claimed is correct.
Sheryl Newsom 7 months ago in Every HR / Time & Expenses 0 Awaiting Review

Order by Preferred Name

Please allow search results to be ordered by Preferred Name. Students in schools in Thailand, Laos, and possibly other SE Asian countries are known by their preferred name (nickname) not their real forename. Even their parents call them by their p...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Student Manager reports - generating individual PDF files

We sometimes use SchoolPost to send out documents to parents. This requires a zip file containing one document (typically PDF) per pupil, named after the SchoolID - eg "01234567890.pdf" - very much like the zip file from the Formal Report Printing...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 3 In Discovery

Viewing Internal Exam Results on Parent Portal

Parents sometimes encounter issues when trying to view Internal Exams results on the new cloud parent portal causes because of the way that feature has been designed. The obvious procedure to display internal exams results on the cloud parent port...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 1 Good Feature

Hierarchical permission sets

Limit and restrict access to employee records at a more granular level.
Guest about 1 year ago in Every HR / Admin - General 0 In Discovery

EYFS Attendance Pattern

Pupils below statutory school age are often part time pupils. When it comes to billing for those sessions it is difficult to track changes to expected attendance patterns within iSAMS, and being a school that starts at 10 months, going through to ...
Neil Williams almost 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 1 Good Feature

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review