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Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Security around the Notes and Comments tab - so confidential notes can be only viewed by authorised staff

Currently if someone can see Pupil Profile then can see Notes & Comments. We would like to store very confidential notes about pupils in this area. Which means we would need to be able to put security settings around them. But this is currentl...
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Student Profiles 1

In configuration, it would be very useful to be able to pick and choose what comes up in the 'Department and/or Subject' dropdown.

Rather than the Departments and subjects being pulled through from iSAMS en masse, it would be more user friendly if these could be chosen in the configuration. We really only want teachers to have to choose from a list of relevant Departments, ra...
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

When exporting staff details there is currently no option to export 'school role'. Can this be added please ?

No description provided
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Ability to change displayed Custom Fields and the order presented

I'd like to move around the order of my BASIN custom fields - I'm told this can't be done. I'd also like to change which 'sections' are presented under the School tab, e.g. we don't use the 'Future School Details' section but it can't be deleted a...
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Change e-mail template to dynamic

Hi, It is possible to make the email template in iSAMS dynamic? Currently, text sits statically between the borders and doesn’t expand/contract to screen size, making it difficult to read on mobile devices. Even if the image footer signature is di...
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Results facility for Custom basedata

I created a Custom basedata using code 99 for Internal Exams so that I had the full functionality for seating and could copy basedata forward year on year but there is no way to be able to put in internal results. This would be useful to record th...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / External Exams Manager 0 In Discovery

Add internal results for a Custom Exam series

It would be useful to be able to label the exam series as something meaningful rather than just a month eg, Re-sits November 2024 rather than just November 2024
Guest over 1 year ago in IRIS Ed:gen & iSAMS / External Exams Manager 0 Good Feature