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Ability to amend the Charge Sheet available via the Export Wizard

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

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

Search bar with Surname / Forename under Wellbeing Manager Dashboard Overview tab

Creating a Search bar with Surname / Forename under Wellbeing Manager Dashboard Overview tab would help for a quick search to have the required pupil rather than the whole list. The search bar could go on the left hand side above the word 'student...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Meaningful Message for an error on BACS file

On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery