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Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Parents' Evening Reporting

Raising on behalf of George Spencer Academy who are a large school with over 100 teachers. They would like to be able to limit permissions for teachers to be able to generate reports and view their own parents' evening appointments only.
Sarah Gwinnell almost 3 years ago in IRIS Parentmail 0

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Add School Name and other details to statements for club bookings

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...
Viv Farnsworth almost 3 years ago in IRIS Parentmail 1 In Discovery

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Purchase Window 'Viewable to' should remove items even when paying instalments

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.
Guest over 1 year ago in IRIS Parentmail 0

Allow bulk delete of Payment Alerts

I'd like to be able to select all the Payment Alerts and Accept them in one go
Guest over 1 year ago in IRIS Parentmail 0