Ideas

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

There must be a quicker way to get to the Purchase ledger.

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)

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...

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?

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...

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails

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 ...

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...

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,...