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Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Query Builder - Parent Portal Users

Allow us to build a query to filter out parents that have enrolled, been invited or still need an account created.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Spell check in Spreadsheet Download

The spreadsheet that is downloaded from the Reports Wizard has password protection applied to it. When protection is applied to a spreadsheet, it is no longer possible to make use of the spell checker facility. It would be great if a workaround fo...
Sarah Kattau over 5 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

Enable Staff to create and edit their own email templates on student manager module

Would it be possible to isolate just the “templates” application from the general “student manager” security settings so it stands alone, which means we can give access to teachers just to edit and create their own templates without having to give...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Parents enter student Absences/Late Arrivals/Early Checkout request through iParent App

A solution where parents can enter student Absences/Late Arrivals/Early Checkout request through iParent App.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Good Feature

Create new students account

Automate new parents activation code. It would be awesome if we could automate creating new students accounts. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Student Po...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Portal 0 In Discovery

Admissions Portal Forms need to feed back Consents into the Data Protection Module when merging a form submission.

At the moment the consent registers which can be added on the Admissions Portal forms feed the data back into the Data Protection module only when we approve a new submission. However every year we send out forms to parents and pupils that are alr...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature