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Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

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 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

Attendance data filter so that we can exclude lesson by lesson into Wonde

Currently, Wonde can switch off lesson by lesson to the DfE at their end, but we have no control what is going out. We would like it control it at our end as the inclusion of lesson by lesson has caused discrepancies in the live data the DFE/LA is...
Guest 7 months ago in IRIS Ed:gen & iSAMS / REST API 0 Awaiting Review

Add in a division option

Offer the option to select a division when selecting the department or subject for the pupil(S) Or only show subjects/deparments set up for the user in ISAMS Preferences/School Divisions
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

Enhancements to Registration Status API Endpoints for Improved Data Consistency and Usability

Summary: While integrating with the iSAMS API, we identified inconsistencies and limitations in the Registration - Registration Status endpoints that hinder reliable data retrieval and system interoperability. This proposal outlines actionable enh...
Guest 7 months ago in IRIS Ed:gen & iSAMS / REST API 0 Awaiting Review

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

Contact Details in Agent Manager Could be Linked to Pupils Contacts

It would be so useful if there was a way to set an agent as one of a pupil's contacts. It would save an immense amount of time entering the same information over and over again, and help manage changes.
Guest over 9 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Global Lists export

It would be helpful if we could export the values in a Global List to an Excel spreadsheet.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

to limit the number of rewards that can be given in a single time

when add record to multiple, it doesn't limit the assigned points (the system allow MAX=100 points), and causing the data inconsistencies. it's better to limit the points to specific number
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 1 In Discovery