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Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Attendance across modules

It would be useful for different modules to talk to Registration Manager. For example, if an exclusion is put on in Exclusion Manager then we would like it to update the relevant marks in Registration Manager automatically. Similarly for students ...
Stephen Spurrell over 2 years ago in IRIS Ed:gen & iSAMS / Discipline Manager / Exclusions Manager / Registration Manager 1 In Discovery

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Ability to produce rewards and conduct reports for past students

We would liketo be able to produce reports for past students to send of to new schools for SEN students
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 1 Awaiting Review

Add Golden Footprint in Pupil Profiles

Could the Golden Footprint feature be added to Pupil Profiles after a search by school structure/SEN/academic structure please. Without it, we need to do more clicking to go back to the same page pupil by pupil.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Good Feature

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Notification email to Assistant Form Tutor

When assigning detention in Discipline Manager, the system currently notifies the Form Tutor only. Can it be configured to also inform the teachers who are assigned as 'Assistant Form Tutor' in School Manager?
Alan Lee almost 2 years ago in IRIS Ed:gen & iSAMS / Discipline Manager 6 Good Feature

Can be able to Archive host families or former partners

To be able to archive former host families for international students or former partners rather than have to delete the record entirely. There are times when the information may be useful rather than lost forever.
Guest 27 days ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Awaiting Review

one email per day to tutors summarising entries

We currently have the emails sending to tutors on each entry, as below: This is bombarding tutors with dozens of emails per day. Is it possible to have a once a day email which collates all of the entries for that tutor group in one email?
Guest 8 months ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature