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Year end process

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...
Jamie Vincent over 2 years ago in IRIS Financials / Future development 0 Under Investigation

Parents' Evening Reporting

Raising on behalf of George Spencer Academy who are a large school with over 100 teachers. They would like to be able to limit permissions for teachers to be able to generate reports and view their own parents' evening appointments only.
Sarah Gwinnell almost 3 years ago in IRIS Parentmail 0

Review the limitations of the overlap of accountin period start dates in period 00 and period 1

No description provided
Guest over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 3 years ago in IRIS Financials / Future development 2 Under Investigation

The Ability to Export the Event Title in a Custom Report

As well as being able to export the event category it would be useful to export the event title - the custom report does not provide enough information. We need, for example to search more than a data range, we also need to analyse the entry point...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Add data fields for guardian agency company in the contacts details

We have international students and some have a guardian agency company rather than an individual as a contact of an applicant or student.Can additional fields be created or current fields be modified to support this type of contact?
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Anonymise Data on Old Addmissions

I was talking with admissions yesterday and realised we may have some issues regarding logging enquiries in the future. We may set a threshold of a child being over 17 or enquiry being over a year old, at which point it becomes stale and we should...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham over 1 year ago in IRIS Financials / Future development 0 Under Investigation

Mandatory fields linked to admissions status

It would be very useful to be able to configure which fields need to be completed on an applicant record in order to allow the admissions status to be updated. For example, our final status in the pipeline is "Offer Accepted" and at this point we ...
Sean Corrigan over 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Add School Name and other details to statements for club bookings

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...
Viv Farnsworth almost 3 years ago in IRIS Parentmail 1 In Discovery