Ideas

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...

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...

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...

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

It would be good if Documents could have its own Configuration category in User Permissions - we could then select:View only - to screenDownloadDelete - if this is denied - no option for delete would show in the Documents area (it is so easy to se...

We record all meetings, phone calls, and relevant information in this area, and have designed the system so that the data can be pulled into the Iris Central report. This information is particularly valuable when pupils transfer to other settings....

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...

It seems that having one portal, such as WBM, where teachers can log different concerns:CP/SafeguardingPastoral: BehaviourLearning: SEN/EALLearning: Academic Integrityetc... by type and nature, and then have certain people notified, via email, wit...