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Editing pencil tool for renaming uploaded documents on Admission portal

It would be quite good to have an option to edit (pencil tool) the names of uploaded documents on Admission portal itself as it is difficult to identify the document after moving the student to Applicants. Otherwise there should be a preview for d...
Hashim Chalil almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Add merge fields to User Notification

Problem : The notification email (Figure 2) sent to the admissions team does not include any contact information for the parent who completed the enquiry. This is already a feature of the parent notification tab of the same form as it is used for ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 In Discovery

Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent over 1 year ago in IRIS Financials / Future development 2 Under Investigation

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest over 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Documents

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Guest 8 months ago in Every Compliance / Compliance 0

MAT Monitored filters

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Guest 8 months ago in Every Compliance / Compliance 0

Emailing Suite configuration

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Guest over 1 year ago in IRIS Financials / Future development 0 In Development

Credit limit Notification

At present, when the credit limit is getting low there is no notification, so we only find out that we have run out of credits when an employee informs us that they cannot complete their training due to insufficient credits. The administrator shou...
Guest 9 months ago in Every Compliance / E-Learning 0

MAT Matrix - Remedial requirement

We are a growing trust and have recently started using the MAT Compliance Matrix. I have just been on Chat to find out how the matrix can indicate that remedial works are required following a statutory service. I'm extremely disappointed to be adv...
Guest 9 months ago in Every Compliance / Compliance 0

MTD VAT Account

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest 9 months ago in IRIS Financials 2 Awaiting Further Feedback