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Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Guest almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 2 years ago in IRIS Financials / Future development 2 Under Investigation

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Guest almost 2 years ago in IRIS Financials / Future development 1 Planned

Extract Purchasing Users

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.
Guest almost 2 years ago in IRIS Financials 1 Planned

Please can you remove the word 'Form' that is automatically added at the end of a Portal form Title

Please can you remove the word 'Form' that is automatically added at the end of a Portal form Title When you look at it on the website. iSAMS has added the word 'Form' at the end which means that the title does not always make sense Please can you...
Guest almost 6 years ago in iSAMS / Admissions Portal 0 Good Feature

Notes

We are currently seeking to transition to a paperless approach with respect to our admissions process. Presently, we manually enter applicant information from our website application form into iSAMS. We are nearing the final stages of completing o...
Guest almost 2 years ago in iSAMS / Admissions Portal 0 In Discovery

Dual authorisation of supplier set up /bank changes

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...
Guest almost 2 years ago in IRIS Financials 1 Awaiting Prioritization

IRIS Cloud accounts - Password systematically change

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...
Guest about 1 year ago in IRIS Financials / Future development 0 Under Investigation

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Guest about 2 years ago in IRIS Financials 0 Under Investigation

Stop the renaming of forms uploaded via the portal

We have set up an Admission portal form to upload our joining papers straight into student mgr / Docs & files. But for some bizarre reason the file names are changing to a random number !! eg. Health Record form.doc was changed to ef654b72-842...
Guest over 4 years ago in iSAMS / Admissions Portal 0 In Discovery