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Self Service Locations

On Self Service once user is added, the location access cannot be changed to add or remove access
Guest 10 months ago in IRIS Financials 1 Under Investigation

Click through to a pupil record from the pupils listed against an agency

It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Days to Pay report

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...
Jamie Vincent 10 months ago in IRIS Financials / Future development 1 Under Investigation

Change the wording used in the email generated when a form is sent so it does not read Dear (surname)

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.
Guest 10 months ago in IRIS Parentmail 0

Custom Group creation to be made available in Admissions Manager

Can the functionality to be able to create custom groups be made available in Admissions manager? We would like to be able to group applicants but not by way of admission stages etc
Guest 10 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Audit to show record creation date

It would be useful if the audit trail started with the date that a prospective student record was added to the system, currently the first record in the audit is whenever a field is updated, not when the record was created.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Cancel Payment

Unable to undo allocation from a document on a payment run Unable to properly process refunds
Guest 10 months ago in IRIS Financials 2 Will not implement

User friendly cloud based system

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.
Louise Harris 5 months ago in IRIS Financials / Future development 1 In Development

Transactions should not be able to be cancelled in a closed period

Users are able to cancel a document even if the period has been closed. This should not be possible.
Louise Harris 5 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Parents can only receive a form if already registered

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".
Dawn Dudley over 2 years ago in IRIS Parentmail 1 Awaiting Prioritization