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Correct View purchases for an item report

Please see ParentMail support ticket 00551293 which has screenshots I cannot post on this site. When an item has instalments and one instalment is refunded, the refund amount appears against all instalments. This make reconciliation of the payment...
Neil Williams 5 months ago in IRIS PlusPay 0

The ability to track cost of a trip

It would be useful to be able to add a cost area with an attachable invoice to then be able to run a report on £x income received from parents vs. £x cost of the trip / event from the supplier.
Bradley Allen 5 months ago in IRIS PlusPay 0

Upload Document in Agent Manager

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Good Feature

Low Balances Reminders on Registers

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...
Sharmaigne Watson 11 months ago in IRIS PlusPay 0

Central Function for Register Creation

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...
Sharmaigne Watson 12 months ago in IRIS PlusPay 2

Payment Items - Deposit + Instalment Payments

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...
Sharmaigne Watson 12 months ago in IRIS PlusPay 1

To be able to run a report of all allergens, to take along to a trip

Brunswick School has suggested it would be very useful if they could run a report which listed all allergens, for members of staff to have to hand when going on a school trip. As it stands, they can view the allergens on ParentMail, but cannot eas...
Guest over 2 years ago in IRIS PlusPay 1 Awaiting Prioritization

Contact Details in Agent Manager Could be Linked to Pupils Contacts

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.
Guest over 9 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Remove Fax Number in Agent Manager and replace with website address

We don't know of any agency that uses a fax number anymore so it would be useful to remove this field from contacts in Agent Manager and replace it with website address.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

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 11 months ago in IRIS Ed:gen & iSAMS / Agent Manager 0