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Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 6 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Notify staff of NEW medical notes

When teachers get new classes in September, they look up students' medical conditions, etc., but we'd like a way to make it more obvious when a brand-new medical condition has been added to the child's record - and because it can be very important...
Guest 22 days ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature
123 VOTE

Make the template Reward and Conduct emails editable

What I want: Many other modules' default emails can be edited in the control panel, but the Reward & Conduct notifications that go to parents can't be edited. I would like to be able to edit them. Why I want it: Our simplest reward is set so t...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 15 Good Feature

Agent Manager to incorprorate Email wizard capability

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...
Guest 7 days ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Awaiting Review

First Aiders - Logging/Tracking

Currently we list our First Aiders (and certificate expiry dates) in an MS Office document, print it out and distribute it round the school. It would be great if we could manage this through iSAMS, log details of what training course staff have do...
Guest 13 days ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Medical Centre/Diary - Export field for person who added appointment in iSAMS (Editor)

Useful for data analysis and auditing purposes to see which medical team member has had appointment with student.
Guest 13 days ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Including Custom Registers on the Batch API

Pupil Registers is great for creating registers for specific information we require to keep a track off. However the fact that custom registers are not included in Batch API at the moment is not helpful. The information we hold there such as Dieta...
Guest 20 days ago in IRIS Ed:gen & iSAMS / Student Registers 0 Awaiting Review

Show who is logged into the system

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review