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See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert over 2 years ago in IRIS Financials 1 Under Investigation

Link Form to a Teaching Set

In schools, core subjects such as English, Math, and Science are often taught as a complete set. When new students join a form or move internally, the MIS Manager responsible for subject allocation must manually add them to each subject set. The a...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 1 In Discovery

Reporting: preferred name sorting export to Excel

Need to export reports to Excel with preferred name and surname in separate columns and in title case: | PreferredName| Surname |Class | Year | This would be much more helpful when completing mail merge. Currently unable to use data efficiently fo...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest about 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Curricular Assignment - assigning students to sets / classes

It would be great to be able to see all student ion a selected cohort and then add them into math sets for example in a tick grid or be able to export set list by subject with all classes in and then correct these and re-import them in SIMS this c...
Kevin Clayton 7 months ago in IRIS Ed:gen & iSAMS / Curriculum Manager 1 Awaiting Review

Can the actual time of a cover period be included in staff email along with the period id.

When generating cover, it sends an email to staff with the period details, but no actual time. When the school day has many periods, staff have to review the timetable to find out the actual time of the cover lesson. There are lots of options to i...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Cover Manager 2 In Discovery

Upload bulk data to Report Wizard and Online Assessment System

The ability to upload grades for a whole year group at once via a single spreadsheet. This would ideally be available in the Online Assessment System and Report Wizard modules
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 2 In Discovery

Assign an email address to agency staff so they receive the published cover list

e.g. We have a supply teacher from and agency called 'Gillian Sabino' who has an email address 'smh.supply1@ldst.org.uk' - ideally when I publish cover, she would receive, vai email, the cover lessons relevant to her. Thanks Nigel
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Cover Manager 1 In Discovery

Room wizard

1 On the stage when you are able to remove pupils from the seating plan with the green 'tick' to red 'no entry' symbol. If you then change to candidate number rather than surname - the next step - all your work disappears. The stages need to be sw...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / External Exams Manager 0 In Discovery

Need to limit access to certain areas of the Report Printing Module

Need to limit access to certain areas of the Report Printing Module. Currently, if a staff has access to the Grade Matrix they will by default also have access to the Publishing tab. Can we have individual access to report publishing tab
Sunitha MC almost 3 years ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery