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View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest almost 3 years ago in IRIS Financials 0 In Development

Email Scheduling

Would it be possible to schedule emails to go at certain points of the year to a certain type of person/group of people on the database to aid the admissions process? For example every January, on a set date, those who have accepted a place to joi...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 In Discovery

Discrepancies when importing prospect data from Applicaa into iSAMS

Title This field is not fully compatible with iSAMS. While all Applicaa data list titles as either Master (male) or Miss (female), they appear as Mr (male) and Ms (female) in iSAMS. Parental Responsibility When importing from Applicaa, parents are...
Alan Lee 3 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Capturing Step parent

Need a way to capture stepparents under Family - assuming one parent has remarried/deceased and one biological parent is no longer actively involved.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Leave requests to be sorted by school or year group

We would like Leave Requests to be searchable by school or year group. We have Heads of Schools approve leave requests but within the system they have to look at all requests to see which are relevant for them.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 2 In Discovery

Importing a pupil list in Student Manager from one trip to another

I am setting up a number of trips where the same pupils are attending. It would save a lot of time if the list of pupils could be imported from one trip to another to save inputting individually each time
Guest 9 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry 9 months ago in IRIS Financials / Future development 1 Planned for a future major release

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 9 months ago in IRIS Financials / Future development 1 Under Investigation

Add Preferred Surname to Enquiry and Registration Forms

We can distinguish between a pupil's forename and preferred (first) name and have both of these added to the enquiry and registration forms. However, only the (legal) surname field is available for use. It would be great if the preferred surname f...
Sarah Kattau 6 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Import previous attendance summary from CTF

Please could we have the facility of importing the summary attendance data from CTFs into EdGen? I'm referring to the session summary figures contained in the following tags within the CTF. There will usually be one set of these for each year of p...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery