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Customer Statement in iSAMS Parent Portal to show all transactions

The customer statement in iSAMS parent portal only shows outstanding transactions from iFinance. However, most parents would like to see all their spending and payments in their statement. This has led us to not be able to allocate payments at all...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Bring back custom columns!

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...
Guest almost 2 years ago in IRIS Financials / Future development 2 Under Investigation

Custom Register fields

To be able to build reports for custom registers, for example we have a KS2 banding field as a register and having this on reports would be helpful.
Paul WIlliams almost 2 years ago in IRIS Central / Analytics 0

Language options for Cloud Parent Portal

Please add a language selector for the new Cloud Parent Portal.
Sean Corrigan 12 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Now

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Jamie Vincent almost 2 years ago in IRIS Financials / Future development 1 Planned

communication, contact information, change request form date

On the communication tab, please could the contact information - change request form have a date of when the change is required from. We have to report the date students move house to the local authority, so if the parents had to put the chagne of...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Extract Purchasing Users

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.
Guest almost 2 years ago in IRIS Financials 1 Planned

Ability to adjust the visibility of contacts

Ability to adjust the visibility of contacts under My Children > Select Child > Key School Contacts? For example, we would like the option to hide certain roles, such as the Academic House Master
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Call other reports using Cross-report

I don't seem to be able to get Cross-report feature to work and this would be a really helpful feature. If it not available then please remove it as an option in Visualizations.
Nicholas Perry about 2 years ago in IRIS Central / Analytics 1 Will not implement

Dual authorisation of supplier set up /bank changes

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...
Abbe Irving about 2 years ago in IRIS Financials 1 Awaiting Prioritization