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Admissions Portal Forms to request student personal email and phone number

We would like to be able to request the personal email address and phone number of applicants using Forms and write the data to Pupil Contacts and Networks - Pupil's Home Email Address: and Pupil Mobile Number.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson about 1 year ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned

Ability to add hyperlinks on Admission portal

We would like to insert a link on admission form to the school admission policy published on our school website. Unfortunately url inserted on the field description is not appearing as a hyperlink. It will be fantastic if admission form design has...
Hashim Chalil almost 4 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 In Discovery

Parent Account

The account made via admissions portal should automatically change from a guest account to a parent account on the parent portal.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 10 months ago in IRIS Financials / Future development 1 Planned for a future major release

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest about 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Two tick box options for one payment item

I would like to create a payment item with two options to tick - eg size and colour. This is for our leavers hoodies - we have to set up a form with size and colour, and then a seperate payment for the hoodie price. This usually means that a paren...
Guest about 1 year ago in IRIS Parentmail 0

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 over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery