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Payment Selection - untick all!

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.
Tina Hardy almost 2 years ago in IRIS Financials 2 Duplicate

Make updated agent's registered address to apply to all clients

There should be an option such that a change in the registered office of the customer will automatically update for every individual client
Guest 7 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Adjustable Field size on Student Manager view

Adjustable columns needed. That is all.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 1 Good Feature

Updating Basic Detail on CTF import - option to update by field

When importing a CTF we have the option to update or not update the basic pupils of a pupil. We need the facility to decide which files are updated. We frequently receive the CTF after the pupil has arrived in school and there is already a basic r...
Emma Parkins over 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 1 Good Feature

Batch edit Contact details

Would like to be able to batch edit contact details, Address, Country, Phone numbers, emails. This means we can make the data consistent, move any rogue characters, and do regular checks on data - cross comparing with our reservations reports from...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 1

Order by Preferred Name

Please allow search results to be ordered by Preferred Name. Students in schools in Thailand, Laos, and possibly other SE Asian countries are known by their preferred name (nickname) not their real forename. Even their parents call them by their p...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest almost 2 years ago in IRIS Financials 2 Awaiting Further Feedback

Student Manager reports - generating individual PDF files

We sometimes use SchoolPost to send out documents to parents. This requires a zip file containing one document (typically PDF) per pupil, named after the SchoolID - eg "01234567890.pdf" - very much like the zip file from the Formal Report Printing...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 3 In Discovery

EYFS Attendance Pattern

Pupils below statutory school age are often part time pupils. When it comes to billing for those sessions it is difficult to track changes to expected attendance patterns within iSAMS, and being a school that starts at 10 months, going through to ...
Neil Williams almost 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 1 Good Feature