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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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...

Ideas

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Gender List/Menu for Admissions Manager and Cloud Portal

Currently the Gender options for the Admissions Manager and Admissions Cloud Portal include only two options: Male and Female. We regularly receive applications from students who identify differently. Can you add to the list to include other commo...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Pupil photo to be shown on Admissions Manager module

Currently, student photos are visible in the Student Manager module, but are not visible in the Admissions Manager module. It would be useful to see the photo in the Applicants section, Applicant Details tab (In much the same way it is visible in ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 In Discovery

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Already Present

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 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Already Present

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Other Schools Manager Search should be more usable to avoid duplication

If Other Schools Manager is to provide accurate marketing information, this only works if schools aren't duplicated. At the moment, you have to be very precise when searching, so if someone searches for St. Johns but it's been saved previously as ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Other Schools Manager 1 In Discovery