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Visibility Groups should have the ability to filter concerns by Year Group / Division from School Manager

Let me run you through our process: When a concern is logged, we DO NOT give the person logging the ability to assign visibility. This is because we don't want them to add in every person they can think of relating to the child, thinking that they...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Link concern updates for linked pupils

If a concern is raised with multiple pupils, any update needs to be entered for every pupil individually. This can be very time consuming if there are lots of pupils who (say) happened to be bystanders. Can we create linked updates to what are eff...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

manage visability groups

In wellbeing manager, under configuration > manage visability groups> in a group the names are not listed alphabetically. Makes it really time comsuming trying to find a name to delete.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

View Actions in Wellbeing Manager: Student Overview - Student Timeline

It would be helpful if actions taken for student concerns are visible on the Wellbeing Manager: Student Overview - Student Timeline. This would allow teachers to efficiently track and review individual concerns and actions, without the need to nav...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

We would like to order the visibility groups in Wellbeing Manager

We would like to order the visibility groups in Wellbeing Manager
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Workflows to run more frequently than once a day

Let's say you've got detentions at the end of the day. Having the workflow run during the day would facilitate attendance on the same day as opposed to the following one. Some indicators ideally need same day action and currently these aren't appa...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1