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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

Showing 324 of 3486

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Edit and remove existing custom fields in Central

We are a large group of schools and currently have to manage any changes to existing fields and schools manually. To ensure consistency of data recording across all sites this has to be done centrally to ensure that they are amended in the same wa...
Guest 10 months ago in IRIS Central / App 0

Payment Run BACS Files (should be read only)

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Tracking Manager data element need to be same as report wizard

Some elements in the Tracking Manager are not similar to the report wizard. Example: system status When a report is generated through the report wizard, the system status shows as attached (image 5): The status of the student, either 'New' or 'Cur...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Awaiting Review

Column Data Type default to Number NOT Text

Could the Column Data Type in the Column Adjustment tab be to 'Number' as default and NOT 'Text'.Because it allows you to transpose in bulk so 'N/A' or 'X' can be transposed to '0' but the calculated column frequently still doesn't work with empti...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 In Discovery

Allow HoD Assessment grades to be used in Tracking Manager

Currently only OAS grades entered by subject class teachers are available in Tracking Manager. Tracking needs to reference baselines like target grades, and where a set has multiple teachers it makes sense for the HoD to be entering a single targe...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Good Feature

It would be able to make use of all tracking data to follow attainment over time.

No description provided
Owen Mather about 2 years ago in IRIS Central / Analytics 0

Audit Log

Is there any way to have an audit log to see the data and dashboards accessed by users. This would help to understand the usage of the dashboards and also allow for monitoring to the access of data.
Emma Parkins over 1 year ago in IRIS Central / Analytics 0

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them
Guest over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later