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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

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Employee Deparments add it to API

Add Employee Deparments to API
Guest 26 days ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

Ability to build a timetable for an applicant BEFORE they start at school

It would be nice to feel like we are 'ready' for students to start by having their timetable sorted. We often get requests from parents/future students to see their timetable before their official enrolement date so they know what its going to loo...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Timetable Manager 5 Awaiting Review

Access arrangements export/via set lists

Staff need a way of exporting pupils' access arrangements, by teaching set. It's not currently possible to include these elements on the teaching set list export on the wizard bar, and we cannot add a filter, search column or link via a button in ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / External Exams Manager 1 Awaiting Review

Parents notification of new document in Parent Portal

Parents should receive notifications whenever a new document is added to the parent portal to ensure they remain fully informed and do not miss any important updates.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Copy Pupils into other Sets without Linking

Linking Sets is awful. You need to be able to select a whole set of pupils and COPY them into other subject sets. As soon as you have a class that is not in line with "forms" then there is not a simple way to just copy them over. For example, PE w...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 2 Next

Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Dynamic Custom Groups on Student Manager and Fee billing.

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Choose fields that appear on Quick View

Most staff do not have access to the whole HR manager module and thus can only look up staff details via the Quick View wizard on the wizard bar. It would be good, therefore, if we could configure which fields show up when using this wizard so tha...
Guest 11 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery