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Sreamline Paylist Report Process

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...
Guest over 3 years ago in IRIS Financials 1 Awaiting Further Feedback

Updating multiple accounts

It would be great if you could update one account then copy new information to other accounts
Julie Borg over 1 year ago in IRIS PS Purchasing 2 Awaiting Further Feedback

Link multiple agents

Agent Manager only lets you link one Agent. We often have 2 Agents and currently have to pick just one to link, which then effects the usefulness of the stats. Also we have Educational Guardians, who can be from an Agency, that cannot then be mana...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Agent Manager 0

Ability to send an automatic email if an admission form is rejected

We would like an automatic response to be sent if we reject an admission portal form.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Expand the Group by functionally to include further sub groups when selection Admission Year to include year group.

Addition of further Sub Groups to Group By options of Admissions Year Filter When using the functionality of the Admissions Module to identity Applicants Status by group it would be useful to add a further filter or even sub group to group that ca...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

IRIS Cloud accounts - Password systematically change

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...
Becky Graham almost 2 years ago in IRIS Financials / Future development 0 Under Investigation

Ability to Search for Blank/Null Date Fields in Query Builder

If you are searching for a date field in Query Builder, you are always prompted to enter a specific date (equals, less than, etc.). However, it would be great if it were also possible to search for blank/null fields, especially useful when trying ...
Sarah Kattau over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Visits and Enquiries in Admissions Manager communicates with Student Manager

Please can you explain why if you add a visit in Admissions Manager it shows in both Admissions Manager and Student Manager but if you add a prospectus to Admissions Manager it doesn’t show in Student Manager? It would make sense to have have both...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Split permissions for deleting events vs removing people from an event

In the visits tab when assigning/removing events for pupils it would be nice if we could restrict users from accidentally deleting the entire event, but still be able to add/remove people from said event.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

adimission field year on entry should be text not numeric

Admission manager -exported file-admission fields -year on entry should be text i.e year 1,year 2 ,year3 ,FS1,FS2 so on Please refer the video attached below
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery