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Add pupils' preferred name to all email templates

Students' preferred names are important for our school. Since we are one of the international schools in China that use Chinese names for surname & forename, English names for preferred names. When our foreign teachers receive emails generated...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Scheduled Send for Email Manager

It would be really useful if we could save a template email (or draft a new email) and have it sent out on a schedule.
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 Good Feature

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Give option to lock permissions for staff to see info only for pupils associated to their house

With regards things like pastoral notes and sanctions, we would really like to be able to tighten permissions so that only staff who work in an associated house can see Rewards and Conducts information for pupils within their house. We do currentl...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 In Discovery

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

cancelation of part invoiced / delivered goods received notes

When an order is raised for a quantity of 10 items and the supplier is only able to deliver and invoice 8 of these it would be really good if you could just cancel the remaining 2 items instead of having to take the remaining 2 items into an invoi...
Guest over 1 year ago in IRIS Financials / Future development 2 Under Investigation

SendGrid friendly interface within iSAMS

We use our supplied SendGrid login to carry out tasks, like view bounces, but there is a lot that just tells me I don't have access to or need to pay more. It would make sense to use the SendGrid API to bring in only the options and features we ne...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Changing Users Permissions

Changing an individual's permissions is very time consuming when modules are not consistently setup with their own security options menu. Please can Registration Manager/Report Printing/Tracking to name just a few allow you to add in individual us...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Allow purchase documents to be converted to different accounting documents

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
Julie Fry 5 months ago in IRIS Financials / Future development 1 Planned for a future major release