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Streamline the process of creating a new user

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.
Philippa Dykes over 2 years ago in IRIS Financials 3 Development Complete

Update academic reports after the printing deadline or portal publishing

In our previous MIS, Administrators could make changes to reports already published/printed. It would be really helpful if iSAMS would allow administrators to edit past reports in a simpler way. Currently we need to re activate a cycle, and change...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Reports Manager 1 In Discovery

Document Emailer located in Purchasing Suite

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 0 Planned for a future major release

Filtering Options for Remove Unwanted Reports

Within Reports Manager there is a useful feature that allows you to soft delete reports. In order to remove the reports, you need to use the filters to locate the reports, subjects, pupils and/or teachers. It would be great if these filtering opti...
Sarah Kattau over 1 year ago in IRIS Ed:gen & iSAMS / Reports Manager 1 Good Feature

Can we bring students all reports in the Students manager module so we can find all reports of a student in one location

All students reports in one central location
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Reports Manager 1 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 5 months ago in IRIS Financials / Future development 1 Planned for a future major release

Preferred Name - Remove Unwanted Reports

It would be helpful if the pupil dropdown for the "Remove Unwanted Reports" option in the "Configuration" tab of Reports Manager showed students' preferred names.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Reports Manager 1 Good Feature

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham 11 months ago in IRIS Financials / Future development 0 Under Investigation

Draft payment list to include net figure and supplier bank details

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 3 Under Investigation

Notification when reports have gone live (and when the deadline is approching)

Some form of automated notification when reports go live (and when the deadline is approaching). Ideal this could be an email to report writers, but it could also be a posting on the Daily Bulletin. Thanks
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Reports Manager 2 In Discovery