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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

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Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Audit trail and restrict who can delete events from Out of School

We want to know when an event was deleted from the Out of School Manager and the ability to restrict who can delete these events. Currently there is no audit trail for the Out of school list.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Spreadsheet Download/Upload for Personal Tutors in Reports Wizard

The spreadsheet download/upload method in the Reports Wizard is available for subject teachers, HoDs and other staff types, but not personal tutors. It would be great if this method was available for personal tutors too.
Sarah Kattau about 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Email wizard, enable user to go back a step without losing email text

When contacting teachers through the wizard, once you have gone to the step of seeing the contacts, you can't get back to amend the message without losing it all. Please could this be changed so that you can go back a step without losing the work ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Good Feature

Order User Groups Alphabetically in Pupil Manager

In the Security Options for Pupil Manager, it would be really helpful to see User Groups ordered by name, rather than the current ordering which makes it extremely difficult to locate groups for editing, or to quickly identify whether a group need...
Sarah Kattau about 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Curricular Assignment - assigning students to sets / classes

It would be great to be able to see all student ion a selected cohort and then add them into math sets for example in a tick grid or be able to export set list by subject with all classes in and then correct these and re-import them in SIMS this c...
Kevin Clayton 5 months ago in IRIS Ed:gen & iSAMS / Curriculum Manager 1 Awaiting Review

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Letter mail merge data field

To make Passport expiry dates, visa expiry dates available to be included in letter mail merge. Needed to create mail merge for standard letters to the MOE or parents.
Guest 9 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Parent portal- Electronic form- data merge fields for pupil selector

When a parent selects Child A, will the associated form name, yeargroup and tutor names be auto populate, so that the parent does not input here or cause mistakes while inputting these info. The reason being, the parents do not enter the correct d...
Sunitha MC almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery