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When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?
Guest over 1 year ago in IRIS Financials 0 Planned

Filter or extraction by payment status

It would be really helpful if we were able to either filter or pull out a list of applicants with the payment status - awaiting payment. This status is shown in the deposits tab and can be applicable to registration fees or deposits. It would be a...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Test database stands out more

Customers have said they would like the TEST database to be more obviously the test ie in a different colour or the box in the top left to be bigger, brighter colour and to stand out more. This would then avoid them entering transactions into the ...
Angela Herbert about 3 years ago in IRIS Financials 1 Under Investigation

Visits - adding additional guests to visits

We are finding more and more that parents want to bring siblings and grandparents along to open mornings but there is no where on the applicant record that you can add these additional guests. The only way you can do this is via a note on the even...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest over 1 year ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams over 1 year ago in IRIS Parentmail 0

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest over 1 year ago in IRIS Parentmail 0

Ability to set an admission date timezone

The ability to set an admission date timezone in iSAMS is useful for several reasons: Global Accessibility: Schools with international students or multiple campuses across different time zones can ensure that admission dates are accurately reflect...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Ability to Search by Deposit Date with Query Builder

Within Query Builder there is an entry for Deposit Date under the main list of pupil fields. However, this is a legacy field and does not contain the actual deposit information. Although there are a couple of fields listed under Fee Billing, Depos...
Sarah Kattau about 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Commitments report

Why cant we see the breakdown of commitments on the trial balance or the cost centre report, this is really useful for all users. It worked well in V6.
Jamie Vincent about 3 years ago in IRIS Financials 2 Planned