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Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Alert Flags in Registration Manager

Is it possible to add/show Alert flags in Registration Manager for pupils who have been absent/late for 3 days or more. This would be beneficial for Form Teachers/Guidance Staff/SLT to see at a glance so that follow up can be quick.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Good Feature

ISAMS Out Of School - By Period

The current OOS process uses a time scale e.g. 9am to 1pm, I think it should be possible to have the choice to choose between a timescale or on a Period based scaled e.g. P1 OOS. Similar to the choice in cover manager. This will help with slight o...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Good Feature

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

International currencies

We are now expanding the core IRIS products into the international school base. It would be ideal to have a currency setting to change the default £ values on areas like assets, compliance costs, issues costs etc etc. The workaround at the moment ...
Bradley Allen 4 months ago in Every Compliance / Business 1

Restrict delete OOS record

Can we only allow admin or certain people to delete out of school records please? Often, someone overwritten or delete the current out of school records and leave the pupil not registered for the whole range of time, which is a disaster for regist...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Good Feature

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Registration Present Codes needs to be available on Day view, week view, list view of registration manager

As per the school's need, we have created a few Registration Presence Codes. These Registration Present Codes needs to be available on Day view, week view, list view of registration manager for Bulk as well as individual record edit. These are ava...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Good Feature