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

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Guest 10 months ago in IRIS Financials / Future development 0 Under Investigation

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 2 years ago in IRIS Financials 2 Already exists

Purchase ledger short cut

There must be a quicker way to get to the Purchase ledger.
Jamie Vincent over 2 years ago in IRIS Financials 1 Planned

Set document names for form uploads in Admissions Manager/Portal

We're using the admissions portal forms and we're having a slight issue with the documents uploaded by parents as the system is renaming anything that is uploaded with a hexadecimal string which is meaningless to us. Is there any way to either: a)...
Neil Williams almost 2 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 11 months ago in IRIS Financials / Future development 0 Under Investigation

Create Alerts in Admissions

It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Adding logos and letterhead formatting to letter templates

I would like to add logos and correct letterhead formatting and footers to our letter templates so we can merge them and print them straight from isams. I understand this isn't currently possible so please can you consider adding this functionality?
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

User Notifications additional fields

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Ability to Print off Reconciled Items during Bank Rec.

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...
Guest almost 3 years ago in IRIS Financials 1 Planned

Option to override auto-capitalisation of surname for Applicants

Please could you make it possible to override the auto-capitalisation of the first letter in the surname field on Applicants? It appears to be possible to do this for current pupils, but not while they are applicants. We currently have several Ger...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 Good Feature