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Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Room included in registration alerts

It would be very useful if the registration alerts included the room a pupil is 'missing' from in the body of the notification email. Subject and teacher would be useful too.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 1 In Discovery

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Ability to View by Term Outside of Term Time

When using Print Calendar on the iSAMS desktop, you have the ability to select to view by Day / Month / Term. However, the Term feature only works if you are currently in term time. It would be great if you could use this option, e.g. to view futu...
Sarah Kattau about 1 year ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

Electronic Fire Register

Supplement the 'print a paper' register button with a 'take a fire register button' that allows a fire register to be done electronically. Either repeating the most recent AM/PM registration rule or by a method chosen at setup e.g. by house, year,...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 3 In Discovery

'Alert' button for late presence records

Add an 'Alert' button in the period registration screen for late presence records. The behaviour should correspond to the 'Alert' button in place for student absences: send an email to the configured list of recipients.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 8 months ago in IRIS Financials / Future development 1 Under Investigation

Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1