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Hiding Nominal/Account

On the new update, where users do not have access to nominals/accounts, they can still 'see' them except they are 'greyed' out. This is sometimes hard to browse through nominals/accounts as they will have to scroll past the nominals/accounts, they...
Guest 10 months ago in IRIS Financials 1 Awaiting Prioritization

Ability to report on ALL custom fields regardless of the module

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Agent Manager 1 Awaiting Review

Add Current School Headteacher to a pupil's contact details.

I'd like to email multiple Headteachers of current schools linked to multiple pupils in the Admissions module with one email and an attachment asking them to fill in references for each pupil. How can I get iSAMS email wizard to pull through the e...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Change location on invoice entry screen easier

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...
Guest about 1 year ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Ability to exclude trips from the Budget Check.

We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
Becky Graham 11 months ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Transfer tickets between sites

Hi is it possible to add the transfer option for issues as we currently use to transfer assets between sites? Please find the screenshot of the transfer option attached. Kind regards, Ilia
Guest 4 months ago in Every Compliance / Issues 0

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 7 months ago in IRIS Financials / Future development 1 Under Investigation

Reporting on "deleted" records in admissions module

Currently the dashboards and reports in the admissions modules show a lot of historical data, dating back years so that we can do trend and conversion analyses. However, these stats don't include any reference from records that have been deleted (...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions 0 In Discovery

Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent 8 months ago in IRIS Financials / Future development 2 Under Investigation

Withdrawal notes field can be added to leaver tab, under former on pupil manager

Withdrawal notes field can be added to leaver tab, under former on pupil manager. So that when we search the formal students we can view the withdrawal notes.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery