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Payment Dashboard - Update the Payment Practices Report

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...
Guest 8 months ago in IRIS Financials / Future development 0 Under Investigation

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Making website forms compatible with Google Tags

We would love to use iSAMS forms on our main school website to track registrations for Admissions events like Open Days, but we can't use Google Tags with them, so they're incompatible with our digital advertising campaigns. As a result we have to...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions 0 Awaiting Review

Include Account Codes alongside Account Titles in Commitment, Order, and GRN Reports

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title
Guest 5 months ago in IRIS Financials / Future development 1 Under Investigation

UPN input field in Application process

I have just been onto support to see why UPN's do not pull through from Applicants in Admissions mgr, when students are transferred across to current. Apparently this is how isams is set up but this an unnecessary duplication of work for support s...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Multiple Document Upload

It would be really helpful to be able to load multiple documents at one time.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions 1

Report by Year and Term of Entry

Independent schools need to be able to forecast and report future intake numbers. There is currently no report, as confirmed by iSAMS support, that will allow you to report by year and/or term of entry for prospects. Analysis of conversion rates a...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent about 3 years ago in IRIS Financials 2 In Development

Invoice Length

If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...
Guest 5 months ago in IRIS Financials / Future development 1 Under Investigation

Include "current school" and "previous school" in Query Builder

Current school and previous school are not searchable data fields in Query Builder. It would be useful to be able to search using these fields (for example when tidying up duplicate schools, or finding a group of students).
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery