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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

Ability to Use Branching Questions

At the moment, all questions that are set up on an enquiry or registration form are visible to parents. We can set that certain questions are mandatory or optional, but we can't apply branching, that is, if you answer a particular way to one quest...
Sarah Kattau over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 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

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 4 months ago in IRIS Financials / Future development 1 Already exists

Relationship to applicant values list should not contain all contact types

Our list of pupil contact types includes things like family friend, housekeeper and trust. These are not appropriate to have shown in the list of values for relationship to child when someone is completing a registration. Ideally we would have a d...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 3 Later

Hierarchical permission sets

Limit and restrict access to employee records at a more granular level.
Guest 4 months ago in Every HR / Admin - General 0 In Discovery

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

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 over 3 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 In Discovery

Compliance - Asset Financial Categories reporting

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Angela Herbert 5 months ago in Every Compliance / Assets 0