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Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Consistent use of groups for setting permissions throughout iSAMS

At present we use a user's "Security Profile" to control who has access to Pupil Manager module in iSAMS, and the level of access (read/write/full/etc.). When it comes to setting the granular permissions within Pupil Manager, this is done based on...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Photo / image stored against each student contact (optional)

We should be able to upload a photo against each contact in the same way that we can against staff and students. These should be available via the API and other reports.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 1 Good Feature

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Parent Portal Activation Reminder

Currently there is no option in student manager or Parent Portal module to send the reminders to the parents who have not activated their iParent app or parent portal account yet. Administrators only can see who has activated the account who has n...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 3 In Discovery

Allow staff to update their own contact information and emergency contacts

This will reduce the need for our administration team to compile all of their existing information and ask for people to update them. Instead, they can just send our a reminder periodically with instructions on how to do this.
Guest 5 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Ability to Edit Parent Notification Email Template

For schools who use the 'send parent notification' function within the period view in the registration module it would be useful to be able to edit the template content. At present, the email is quite generic and we'd like to be able to include a ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Registration Manager 3 In Discovery

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 4 In Discovery

Duplicate Staff Warning

When adding new pupils to the system in the Admissions Manager module there is a warning if you are about to add a pupil that appears to match someone who is already on the system. Staff sometimes leave us and rejoin us. It would be great if there...
Sarah Kattau over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery