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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

Ideas

Showing 322 of 3359

FORMS - parent must complete required fields before proceeding through form

For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing
Dawn Dudley over 1 year ago in IRIS Parentmail 0

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest 11 months ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams 11 months ago in IRIS Parentmail 0

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest 11 months ago in IRIS Parentmail 0

Option to default new Parent Portal accounts to iSAMS 2FA ENABLED

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

User Account information syncs with the data in HR Manager

Currently, User Account information is completely isolated from the data in HR Manager, so if we correct data in HR Manager, it doesn't get corrected in the User Account. It would be useful if the data is synced between the two so whenever we upda...
Guest almost 14 years ago in IRIS Ed:gen & iSAMS / Control Panel 1 Good Feature

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability for admin staff to edit parents evening appointments after closure

Please can we get the ability for school admin (primary) to amend parents evening bookings after the bookings have closed? Currently if a parent cancels on the day and would like to rebook for the next day we can't rebook them as they already have...
Rea Kelly almost 2 years ago in IRIS Parentmail 0