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Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert 9 months ago in IRIS Financials / Future development 0 Duplicate

Can we have the ability to archive rejected or withdrawn admissions but still have access to them for reporting purposes.

I would like the option to be able to archive Rejected or Withdrawn admissions so that they do not show up when looking at all students but are specifically available when wanting to report on Archived Admissions.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Show wellbeing flags

In the wellbeing module you can set pastoral flags, which can then be seen in pupil manager (similar to medical flags and SEN stars). It would be useful to also have these flags visible in the manage records page of the medical centre module.
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Medical Centre 2 Good Feature

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

Do action when changing applicant's admission status

create ability to setup action to be done automatically when changing the applicants' admission statuses (single or bulk), every selection could execute separate action such as sending email to parent that your kid has been accepted (or rejected),...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 Next

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham about 2 years ago in IRIS Financials 1 Planned for a future major release

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

Add 'Visitor' person type

Our medical centre staff have asked for a 'visitor' person type. On occasion the medical centre deal with visitors (e.g. children from visiting sports teams or visiting adults) and they wish to be able to record this in iSAMS, including maintainin...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Medical Centre 1 Good Feature

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

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