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Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest about 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Automate new parents activation code

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert about 1 year ago in IRIS Financials / Future development 0 Duplicate

Viewing report download statistics

I'm continually asked to provide a statistics on how many parents read the reports generated through the Portal Publishing section of the Report Printing module, honestly it would even be useful to tell which parents have download reports but we c...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Could Portal maintenance message

Ability to edit the default message when the cloud portal is disabled: "The portal [PORTAL_NAME] has been disabled. Please contact the Admissions Team directly." In the previous Parent Portal Manager, under Configuration > Maintenance Options &...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0

Parent Portal attendance codes

I was wondering if it would be possible to add specific codes on the attendance section on the parent portal, such as illness or medical appointment, rather than just present or absent. Or even include the absence notes that go along with the regi...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

More advanced options for recipient groups

It would be useful when sending emails via the portal to be able to select or create varied recipient groups. Currently you can only select the whole school or by year group, but we often find a need to send emails to a class or specific group.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 1 In Discovery

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Links tabs in purchase ledger

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Angela Herbert about 1 year ago in IRIS Financials 2 Under Investigation

Updating 'contact' details for other contacts i.e.: Guardians

When a parent logs in to the Parent Portal to update their personal details, we would like them to be able to update other contacts for their child? For instance, we have boarders who are international pupils, who have to have a UK guardian. When ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature