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Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent over 2 years ago in IRIS Financials / Future development 0 Under Investigation

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 3 years ago in IRIS Financials / Future development 2 Under Investigation

Allow us to link specific years to each Registration Rule group so each group can "Select ALL Sets, keep updated automatically"

We have created specific rules for the various prep year groups (which have different timetables) and a separate rule group for our senior school. I would love to have the senior school set up as "Select ALL Sets, keep updated automatically" but I...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 2 In Discovery

Attendance percentages can be customised between all registers & AM/PM registers

Currently student "quick view details shown when using "Quick View Details" and on reports show the overall attendance for all lesson registers. It would be useful to able to select only AM/PM registers instead of every register.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

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 over 1 year ago in IRIS Financials / Future development 0 Under Investigation

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 over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Have a way to save column width

Customers (and me) are finding it really irritating to have to constantly resize column widths to be able to read screens / column content. For example within enquiries, maintenance using administration etc.
Angela Herbert almost 3 years ago in IRIS Financials 0 Under Investigation

Have a separate PM slot that is not set or form based

Our P4 takes our PM register, but if a student truants that lesson and has O for their lesson they get 50% attendance for the day unless I overwrite the O with a present code. Therefore our lesson attendance data is incorrect as they should be sho...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Next

Visibility of Present Codes

It is possible to set up both present codes and absent codes. However, these codes are not visible in all parts of iSAMS. For example, you can view them against the pupil record in the Pupil Profiles module, but not on Pupil Quick view on the Wiza...
Sarah Kattau over 7 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Good Feature