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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

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Teaching sets reports

Creating custom reports on iSams is not easy particularly for class teachers. A simple and straightforward wizard option or a tile of reports will be helpful. Particularly if reports like medical flags details were available on the wizard bar link...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 1 Awaiting Review

Clickable links in Email Wizard

The ability to add hyperlinks or URLs into a student custom field, therefore allowing the emailing of individual and unique 'clickable' links to each student/parent through iSAMS email wizard.
Guest 4 months ago in IRIS Ed:gen & iSAMS / Student Manager 1 Good Feature

Quick Actions

Would like the ability to switch this off/remove this. We do not use the leave function and this just causes numerous comments from parents on why there is nothing under quick links.
Guest 12 months ago in IRIS Ed:gen & iSAMS / Parent Portal 1 In Discovery

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Registration Deposits

As finance I see deposits and registration fees coming in to the bank. I match these to the students in fee billing and log each in the deposit section. Admissions are the people who initiate the requests for money so they need to be able to see i...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

On failed login, provide indication of remaining attempts until account is locked

We have some parents who regularly lock themselves out of the Parent Portal. Please could users been shown a message on a failed login to say how quickly their account could be logged. I've included a screenshot from the TES MyConcern login page w...
Neil Williams 2 months ago in IRIS Ed:gen & iSAMS / Portals 0 In Discovery

Medical Centre - Stock levels per location?

Currently we can set the minimum stock levels for medication/inventory held at school as a whole, but we can't specify minimum levels of medication/inventory for each of the locations - we wouldn't know if a particular location is running low of s...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Detentions history

I have enabled "Discipline" in our options for Parent Portal and can see that they can view Detentions which is fine. As currently it lists all historic data from when we first used iSAMS in 2022. Is there a way of limiting history of data shown f...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Medical Centre Locations - Link in with Control Panel "Manage Buildings and Classrooms"

Rather than having a separate "Location" list in the Medical Centre, could we manage the Locations via the Estate Manager module, where Buildings and Classrooms are already managed? This would be a single place within iSAMS to manage rooms/locatio...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review