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Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 5 months ago in IRIS Financials / Future development 1 Under Investigation

Is it possible to have a document log in accounting

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.
Jamie Vincent about 2 years ago in IRIS Financials 2 Planned

Filter Staff Member dropdown to filter out ex-staff, or indicate leavers/disabled accounts

The Staff Member dropdown on both Add New Concern, and Add Staff to Visibility lists ALL Users in iSAMS - even those who have left, and have disabled accounts. We need to keep both our User table and Staff table for a period of time to retain hist...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Now

Documents and Files

Client uploaded files are coming across from portal forms to Documents & Files with names in code form. We would find it much more useful to have a way of automatically naming the files based on the upload question.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Links tabs in purchase ledger

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Angela Herbert 10 months ago in IRIS Financials 2 Under Investigation

Order list of SEN types alphabetically

The SEN Types list in the requirements section of the SEN register is not sorted alphabetically (screenshot attached). This occurs when new SEN Types codes are added. This is a request to allow us to sort or at the very least for iSAMS to set the ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Registers 0 Next

Option to update existing concern from new indicator/concern

It would be good if there was the option of updating an existing Concern from a newly created Indicator or Concern. We're just getting set up to use this module for the first time, and it seems like there might be times when a new Indicator or Con...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Make a student's Wellbeing profile accessible or linked from within the Student Manager or Student Profiles modules

Create a link to a child’s wellbeing profile from within Student Manager or Student Profiles. You can access most other modules/information from the list on the right in these modules like tracking data, detentions, rewards and conduct and other b...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Approver check

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?
Guest 5 months ago in IRIS Financials 1 Will not implement

Notify when Action is complete

At the moment the person allocated an action is emailed to let them know there is an action for them to carry out, but the person setting that action doesn't get informed when the action is complete. User setting the action should get a notificati...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature