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Identifying Establishment Number of School when creating CTF

When creating a CTF if more than one School is listed with the same name it would be helpful if the DFE numbers appeared so the correct school could be selected
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 2 Later

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Control-select in Cover Manager

Paticularly useful for the invigiation workaround, I often need to mark multiple periods as cover not required, which is inefficient in terms of 'clicks'. Ctrl-Select works well in timetable and teaching managers and would be really helpful in Cov...
Ed Wright over 2 years ago in IRIS Ed:gen & iSAMS / Cover Manager 0 In Discovery

Exposing Lastupdated field for Batch APIs

Hi, Batch API are traditionally used for larger amounts of data while Rest APIs are used for smaller, live chunks of data. To reduce traffic on Batch APIs, please consider exposing the lastUpdated field and adding an optional filter. For example, ...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Registration Present Code display in Student Quick View Details

Registration present code is not displaying in Student Quick View details in Wizard bar -> Student Manager. Similar to day/week view it just shows as present. Usages of the code is to monitor students and it is not helpful if it is not displaye...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Attach the Report Cycle File on the Notification

It would be highly beneficial if families received the notification with the file already attached.
Guest 4 months ago in IRIS Ed:gen & iSAMS / Report Printing 1

Email parents directly from Registration Manager

We would like to be able to email parents directly from Registration Manager. At the moment, we gather our data, but then have to switch to Student Manager, search for the student then go to the email wizard
Guest 4 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Awaiting Review