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Add 'Previous Event' to a student from within the student record

We often add applicants into iSams off the back of an event. However, to add them onto the event, we need to create the applicant. Then exit the record, search for them and then add them onto the event via the pink drop-down. It would be good to b...
Andy Sykes over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Ability to add any admission field to the admission forms

We are using the admission forms to capture the whole admission journey including booking on an event. We have had to create a custom field for the parent to indicate which event they want to book on and then the admissions team have to add them t...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Introduce the possibility to pseudonymise admissions records that have been withdrawn/rejected x months ago

We would look to anonymise admissions data for pupils who chose not to join us some time ago, so that we can retain the generic statistical information for future analysis whilst being GDPR compliant.
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Payment Title for BACS Payments

Can the account title on the media files to be imported to the bank use the Payment Title rather than the Account Title for Lloyds Link files? At the moment, some of our payments are rejecting because the account title is incorrect - the BACS file...
Guest 4 months ago in IRIS Financials / Future development 1 Under Investigation

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans about 3 years ago in IRIS Financials 1 Under Investigation

User friendly cloud based system

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.
Louise Harris 4 months ago in IRIS Financials / Future development 1 In Development

Transactions should not be able to be cancelled in a closed period

Users are able to cancel a document even if the period has been closed. This should not be possible.
Louise Harris 4 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Report by Year and Term of Entry

Independent schools need to be able to forecast and report future intake numbers. There is currently no report, as confirmed by iSAMS support, that will allow you to report by year and/or term of entry for prospects. Analysis of conversion rates a...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Applicant Dashboard Widget

Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature