Add Preferred Surname to Enquiry and Registration Forms
We can distinguish between a pupil's forename and preferred (first) name and have both of these added to the enquiry and registration forms. However, only the (legal) surname field is available for use. It would be great if the preferred surname f...
Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson
about 3 years ago
in IRIS Financials
3
Awaiting Further Feedback
When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Add the ability to opt NOT to add an additional contact on an application form
Currently the admissions portal forms force the user to add an additional contact. We do get applicants in one-parent/guardian families who, at the application stage, only want to enter the details of that one parent/guardian. We have to advise su...
Admissions Manager Query Builder - reactive the Execute and Save Search button
Please see support ticket 712917. Our Admissions Team have been tyring to use the Query Builder more, but are getting frustrated by the "Execute and Save Search" button being greyed out. The iSAMS support team have advised the functionality was re...
A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Enable Pre Pre Nursery as a Year Group for the following Academic Year
We currently have a small number of pupils who are repeating PreāPre Nursery due to age and developmental considerations. Could we please enable Pre Pre Nursery as an option under both:
Next Year Group (School tab), and
Re-Enrolment Year Group...