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Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Duplicate

Filter Staff Member dropdown to filter out ex-staff, or indicate leavers/disabled accounts

The Staff Member dropdown on both Add New Concern, and Add Staff to Visibility lists ALL Users in iSAMS - even those who have left, and have disabled accounts. We need to keep both our User table and Staff table for a period of time to retain hist...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Now

Allow us to hide hard-coded columns: 'Form', 'Boarding House', 'Year', and 'DOB' from the Student Registers GUI

Please could you grant users permission to hide the non-user created columns that display in the GUI of each Student Register? I'd like to hide the 'Form', 'Boarding House', and 'DOB' columns from our Access Arrangements register because it has a ...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Student Registers 1 Good Feature

Every Compliance - Document - reminders user statistics report

Currently the document - send reminders - user statistics report will show documents that are awaiting to be read for staff who have access to different properties despite not having any documents to read at this specific property.
Guest 7 months ago in Every Compliance / Documents 0

Enable Search Filters and Columns for multi-select list boxes

Please could you enable search columns and filters on multi-select list box elements in the GUI? We are using the Student Registers module to manage our our gifted and talented/scholarship pupils. We have several pupils with multiple scholarships,...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Student Registers 0 In Discovery

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Jamie Vincent about 3 years ago in IRIS Financials 4 Planned for a future major release

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham about 3 years ago in IRIS Financials 1 Planned for a future major release

Bulk deleting pupils from a register

At the moment it is possible to bulk import new students to Pupil Register but there is no way of bulk deleting them from a register. You need to go to each pupil individually, remove notes and then click "Unassociated". Even marking as "Off Regis...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Student Registers 0 Good Feature

Ability to have read percentages effecting risk RAG scores

Wish that you could have the option of the read percentages to impact risk scores. eg if a document linked is 100% read then we take a 'treated' score, where as anything lower eg only 70% of staff have read it, we would take the untreated score. i...
Liv Malthouse about 1 year ago in Every Compliance / Risk 0 In Discovery

Pupil Profile Overview to include SEN and Sscholarship details

It would be useful if register notes and Access Arrangements were available on Pupil Profile overview page. Scholarship details would also be useful
Guest 7 months ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Awaiting Review