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Allow the Workflows Options in Wellbeing Manager to pull through data from the discipline manager.

It would be useful to have the ability to create workflows off of data from the Discipline Manage. eg Detentions - When a student gets two detentions in a week, an indicator is created
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson over 1 year ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest over 1 year ago in IRIS Financials 2 Awaiting Further Feedback

E Procurement

Allow separate settings for trad and live databases
Guest 5 months ago in IRIS Financials 1 Already exists

Add GIRFEC to the Wellbeing Create a Concern Wizard

Currently if you have the GIRFEC function enabled you need to create a concern via the module or if using the wizard to then go into the module, look up the concern and add the GIRFEC data. Please make this a step in the wizard when a school has t...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

Academic Concerns on Well-Being Manager

It seems that having one portal, such as WBM, where teachers can log different concerns:CP/SafeguardingPastoral: BehaviourLearning: SEN/EALLearning: Academic Integrityetc... by type and nature, and then have certain people notified, via email, wit...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Make a student's Wellbeing profile accessible or linked from within the Student Manager or Student Profiles modules

Create a link to a child’s wellbeing profile from within Student Manager or Student Profiles. You can access most other modules/information from the list on the right in these modules like tracking data, detentions, rewards and conduct and other b...
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

Add custom fields in Wellbeing Manager e.g. to add if concern on-line or in person

We would like to be able to add custom fields in Wellbeing Manager e.g. we want to record and report on if concerns are on-line or in person.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 11 months ago in IRIS Financials / Future development 1 Planned for a future major release