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Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Changing the default setting when viewing a year groups registration periods from 'All Division' to the relevant division for each year group

Where a school has multiple divisions, and different set times for each division, iSAMS defaults to 'All Divisions'. Every registration period is visible even if not relevant to that year group. As each year group is associated with a particular d...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Pupils with Hidden Lessons - Register for Hidden Lesson should not appear in Day View / Week View

Following a ticket I raised concerning pupils with hidden lessons on their timetables but shown as unregistered in Day View and Week View. Info from iSAMS below - our Admin staff use Day and Week View to give quick overviews of unregistered pupils...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

add notes before sending approve leave request notification

We are asking the parents to submit the leave requests in iSAMS. Once we receive the leave request, we have two options “approve” and “reject” their request.When I click the green flag for “approve,” there is no place for me to add a note. I want ...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Custom filters into Registration manager -- Reports.

Sort pupils by custom filters into Registration manager at tab Reports(by any reports).
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 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 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Future Absences (More Efficient way of adding)

As a school with many nursery children who attend different sessions, adding future absences can become quite tedious. Previously on our old system it was a simple tick box separated in days and AM/PM sessions on an enrolment tab on the child's in...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 2 years ago in IRIS Financials 3 Planned