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Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Little bugs in admissions portal

There are a few bugs in the admissions portal and it would improve the proespective parent experience if they could be resolved. 1.) When moving from enquiry to registration there are some weird little lookup errors - Under Parent details a blank ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Visibility Groups should have the ability to filter concerns by Year Group / Division from School Manager

Let me run you through our process: When a concern is logged, we DO NOT give the person logging the ability to assign visibility. This is because we don't want them to add in every person they can think of relating to the child, thinking that they...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Link concern updates for linked pupils

If a concern is raised with multiple pupils, any update needs to be entered for every pupil individually. This can be very time consuming if there are lots of pupils who (say) happened to be bystanders. Can we create linked updates to what are eff...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

manage visability groups

In wellbeing manager, under configuration > manage visability groups> in a group the names are not listed alphabetically. Makes it really time comsuming trying to find a name to delete.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

We would like to order the visibility groups in Wellbeing Manager

We would like to order the visibility groups in Wellbeing Manager
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

View Actions in Wellbeing Manager: Student Overview - Student Timeline

It would be helpful if actions taken for student concerns are visible on the Wellbeing Manager: Student Overview - Student Timeline. This would allow teachers to efficiently track and review individual concerns and actions, without the need to nav...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1