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Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest about 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Academic House to be changed to a single-selection field so it can be included in reports

I have just been told in ticket (#593632 http://support.isams.com/hc/requests/593632) that the reason we cannot export the field "Academic House" in the "Export Staff Records" in HR Manager is because this field allows multiple options to be ticke...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert about 1 year ago in IRIS Financials / Future development 0 Duplicate

Upload bulk data to Report Wizard and Online Assessment System

The ability to upload grades for a whole year group at once via a single spreadsheet. This would ideally be available in the Online Assessment System and Report Wizard modules
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 2 In Discovery

Permissions for Staff Notes (as already implemented in Pupil Manager for Documents)

The notes area of HR lacks any security permission at an individual note level. Something similar to the category based security permissions as found in Pupil Managers Documents would work well here. It feels like a bit of a large oversight as the...
Andy Sykes almost 4 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Reports - editing the General Comment

When proofreading reports the proofreader sometimes notices errors in the General Comment provided for the whole class. However the proofreader cannot readily edit this. The option appears to be available, but in fact a General Comment as seen by ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Links tabs in purchase ledger

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Angela Herbert about 1 year ago in IRIS Financials 2 Under Investigation

Leave form for staff

Good day. Wanted to ask if in HR manager can we have a form or way in which staff can apply for leave instead of filling a paper and submitting it.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Report Wizard

Could you please let me know if it is possible that the current data for Attendance, Rewards, Consequences (Red + Deadline) by students could be added to the report writing module when tutors write their tutor reports? It comes up on the final rep...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery