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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Ideas

Showing 2928 of 3550

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 15 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Weekly summary of missed registers

We really like the daily report of missed registers. Could a weekly option also be added so we can compile a list of repeat offenders to narrow down the nagging?
Guest 11 days ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Awaiting Review

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest 4 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Item invoice screen refreshes to top after every time an invoice is resubmitted for approval

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
Guest 4 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add preferred Surname field in HR Manger

Add preferred Surname field in HR Manger
Guest 7 days ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

Warning when deleting contacts / merging families

When Admissions or any member of staff looks to merge family structures there is a chance when they merge sibling family into other sibling(s) they will replace a contact that has a billing account code. This isn't abundantly clear when the user i...
Guest 8 days ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest 8 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review
228 VOTE

Schedule sending in email wizard

When using the email wizard in student manager, I want to be able to set emails to send at a certain date and time. Often emails need to be sent at a specific date and time, but I want to be able to write them ahead of time as I'm not always avail...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 21 In Discovery

Permissions for Calendar Import

Staff who have Write permissions on the calendar can submit calendar events via the Wizard Bar and Calendar Manager module. We also make use of the authorisation process, so that events that are added can be moderated before being published. Howev...
Sarah Kattau 4 days ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Awaiting Review

Forename not Preferred Forename in Parent Portal

Student's display name in Portal would be better as Forename not Preferred Forename. Preferred forename is okay for use in school by staff but parents do not want it to appear as such in the Portal.
Guest 4 days ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review