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Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Sort order of Fee cycles on Parent Portal for Invoices

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...
Christo Nel 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing / Parent Portal 0 In Discovery

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

System update/refresh data

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Finance 0 Awaiting Review

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Choose Census sections for the Build

When uploading the MIS file to the ISC Census, it would be great if you are able to select which Census sections you wish to upload. We only use the MIS data for certain parts of the Census, and have to complete a lot of errors on the validation p...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Census Manager 0 In Discovery

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Admissions Portal Forms - Field Description Format / Layout

It would be very useful to have the ability to add returns or blank rows (i.e. paragraphs) into the Field description (as well as that description appearing above the field value) so that what you enter when setting up the field is what is display...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 Awaiting Review

Admissions Portal: Bill Payer

In the admissions portal forms, it would be extremely useful for it to pull through the 'bill payer' details into the student contacts in ISAMs. Currently this has to be ticked manually or added manually, even though they have completed a section ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery