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Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Option to update IRIS Payments to school name

It would be useful to be able to change the name that shows on parents credit card payments when they use the iSAMS Admissions Portal Forms (using iSAMS Payment). It currently shows Iris Payments but some parents have thought that was fraud. It wo...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Include initial of payer/contact in the return deposit confirmation box

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Medical fields available to add to Portal Forms

At point of registration would be useful to collect all medical data for use with Taster Days. e.g. Wears glasses, name and address of doctor.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 Later

Filter by Category on Wellbeing Manage Records page

I had made a massive error recently and accidentally bulk assigned visibility of a range of safeguarding records to the incorrect user group. Thankfully the user group assigned was a very small group that work closely with the safeguarding team an...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

The teacher who created the concern to receive an email receipt.

The teacher who created the concern to receive an email receipt. The email message would be able to be modified by us.
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Wellbeing Email Templates - Make them editable.

There is currently no way an end user can edit the default Wellbeing emails. Ideally, the template should be available with the rest in Control Panel Home -> Applications & Services -> E-Mail Manager -> Manage E-Mail Templates At th...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature