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Purchase ledger short cut

There must be a quicker way to get to the Purchase ledger.
Jamie Vincent about 3 years ago in IRIS Financials 1 Planned

Ability to Batch Edit Enrolment Year

It would be really useful for us to be able to batch edit the enrolment year field. I am in the throes of 'rolling up' last year's enquiries and can easily bath edit the Year on Entry field (ie to 2025, from 2024), but what I can't find a way to d...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Ability to hide 'Payment' tabs

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
Becky Graham about 2 years ago in IRIS Financials / Future development 0 Planned

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 about 3 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 about 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Ordering of Admission portal form fields should be consistent in all areas they are displayed

When I create the form fields in an Enquiry or Registration Form in the Admissions>Portal screen, I am able to order both the Subgroups and the fields so they appear how I want them in the form on the Admissions Cloud portal.The order, however,...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

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 over 3 years ago in IRIS Financials 1 Planned

Ability to change default Period on the Enquiry screens

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...
Hannah Matthews over 3 years ago in IRIS Financials 1 Under Investigation

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 over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Add a search by 'Offer Type' to Custom Search options in Admissions module

Please consider adding an additional search option for 'Offer Type' in the Custom Search tab of the Admissions module, probably under Miscellaneous Search Options. At the moment we have to use Query Builder every time, but it would be far more hel...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 3 Good Feature