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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

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 3 years ago in IRIS Financials 1 Under Investigation

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

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

Commitment Upload

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.
Paul Wood over 3 years ago in IRIS Financials 3 Already exists

Could there be further details on the PORD, such as supplier name / description, when you click on the commitments from the Account Summary report.

No description provided
Guest over 3 years ago in IRIS Financials 1 Planned

Admissions Portal Forms need to feed back Consents into the Data Protection Module when merging a form submission.

At the moment the consent registers which can be added on the Admissions Portal forms feed the data back into the Data Protection module only when we approve a new submission. However every year we send out forms to parents and pupils that are alr...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Include the scholarship or bursary % in the fields available to select in email and letter templates.

It would be very helpful if the % awarded for scholarships or bursary applicants could be added to the list of fields which can be selected when using the email template or letter templates. That way we can email successful applicants directly fro...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Ability to add registration fees and date received in admission manager module

Registration fees amount and payment date should be in admission manager module.Instead of pupil manager as it is filled in while adding the applicants / enquiry.Please see the attached screenshot for present field in pupil manager which i believe...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

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 over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 Good Feature