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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...

Ideas

Showing 2949 of 3340

Switching to a new timetable loses all previous cover data in Cover Manager

We switch timetables during our academic year (as many schools do e.g. during exam periods). When we do that, it wipes out any historical data from the cover module, rendering the statistics meaningless. Is there a way we could retain the stats of...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Cover Manager 3 In Discovery

Audit Changes to Registers and Out of School

it would be useful to be able to audit changes to Registers and Out of School, when i am asked to see why someone has not been registered in a lesson they were not expected to be in, because an OOS record exists for them. Currently i cannot tell i...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Awaiting Review

AP - Purchase orders - Add Field to allow indication of order being placed

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add the Parental Responsibility selection to Admissions Forms

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - as state schools we mostly need to use this form for initi...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Notifications to staff of cancelled cover arrangements and to staff and students of cancelled room closures

Staff currently only know if cover is cancelled when it falls off their timeline - a formal notification confirming that cover is no longer required would be extremely helpful. Ditto when a room closure takes place and staff and students are notif...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Cover Manager 1 In Discovery

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 7 Good Feature

Communication Update Contact Approval

When a parent updates their contact information in the Parent Portal, it should has option to go to a designated admin or staff member for approval. Directly overwriting the contact information is quite risky.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Good Feature

GL drill down to include a subtotal

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review