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Include in Budget Check

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...
Guest 2 months ago in IRIS Financials 0 Will not implement

Days to Pay report

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...
Jamie Vincent 2 months ago in IRIS Financials / Future development 1 Under Investigation

Allow uploaded documents to be viewed without downloading

It seems dangerous to force users to download documents regarding concerns rather than have a default option to view them in a browser without actually downloading it.. Whilst it is not iSAMS' concern what happens to a document after it has been d...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 In Discovery

'Roles to Notify' should have the option to select the HSM, Tutor, SENCO

'Roles to Notify' currently pulls from the Primary Job Role field in HR manager which is not very useful. We need be able to select HSM (Housemaster/mistress), Tutor, etc for this feature to be useful. Pulling from User Groups or Security Profiles...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2 Good Feature

Allow Life Event notifications to be sent to all Pupil's Teachers

We have been using Wellbeing Manager for a couple of years now. In the main it has been well received by our safeguarding team and teachers. One of the biggest frustrations however is that Life Event notifications / reminders cannot be set up to b...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 5 months ago in IRIS Financials / Future development 2 Already exists

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest about 2 years ago in IRIS Financials / Future development 1 In Development

Delivery Address Accessibility

Could Delivery Addresses be added into Financials instead of being held in Distribution? Could the access to these be easier to understand, currently users need access to the Z Nominal which is easy to forget as it's not a 'real' nominal
Guest 3 months ago in IRIS Financials 1 Planned for a future major release

'X' in Cloud

Could we remove the 'x' on the RDP? Users use this to 'log out' but then get issues with their log in staying connected, which leads to further issues logging in. Could we just remove the option, to prevent this?
Guest 3 months ago in IRIS Financials 1 Will not implement

User-Friendly Importing

Could we make Importing more accessible? Instead of having to find a DTT through file explorer, could the system have them 'pre-loaded' and so we can select from a list instead. E.g. Open Importer - Select file you are trying to import from the li...
Guest 3 months ago in IRIS Financials 1 Already exists