Ideas

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.

It would be useful if we could copy and paste a list of names to create a Custom Group rather than picking the names. Sometimes we have to create large groups from a spreadsheet exported from a MS Form or other system, and it would be useful to ha...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

Student Manger | Export Wizard - please can you add the field Contact Only so we can filter by it. We have contact type - Parents and Mother/Father records for the same pupil, these may have additional telephone numbers etc. These are marked as co...

There are some fields within the system that are either not relevant to our setting (e.g. Boarding House) or that we do not use (e.g. School Age) that we would like to be able to hide/remove from the user interface to make the system easier to use...

Could there be a option to put an end date on the Users On Holiday tick box? Sometimes it can be forgotten to remove the tick once they're back. If the system could automatically do it on the end date entered, this could save some time.

iSAMS does not adapt to different screen sizes and there is only the ability to scroll up and down, not left and right. Will this be taken into account?