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Ability to Disable Guest Accounts Creation and Customize Submission Page

It would be good if the school has control on guest user account creation since the portal belongs to school and the account is being created without our knowledge. From the Admission portal, anyone can create a guest account which we do not want ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 Already Present

Stop the renaming of forms uploaded via the portal

We have set up an Admission portal form to upload our joining papers straight into student mgr / Docs & files. But for some bizarre reason the file names are changing to a random number !! eg. Health Record form.doc was changed to ef654b72-842...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Notes

We are currently seeking to transition to a paperless approach with respect to our admissions process. Presently, we manually enter applicant information from our website application form into iSAMS. We are nearing the final stages of completing o...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Export BACS18 & Auddis files at preview stage

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?
Guest about 6 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Adding fields from Pupil Manager module to Admissions Portal forms

We are creating a Portal Form for our new intake families to complete requesting essential Emergency contacts, Medical Information and Data Preferences etc. It would be really useful if we could access the Medical Fields in the Pupil Manger module...
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 Next

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery