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Option to default new Parent Portal accounts to iSAMS 2FA ENABLED

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent about 2 years ago in IRIS Financials 3 Planned

Deposits via the REST API

We would like to be able to import and retrieve deposit details using the REST API, as this would enable us to integrate more closely with our CRM and Finance systems and ensure that deposits received are correctly recorded without having to resor...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / REST API 0 In Discovery

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 2 years ago in IRIS Financials 2 Already exists

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 2 years ago in IRIS Financials 2 Planned

Contacts (Advanced) Batch API add ability to filter for different MailMerge flags.

Currently one of our suppliers takes pupil and their contact details using the Batch APIs. However we would like to only include addresses of any type that have all mail merge or correspondence mail merge flags set. They provide the option to set ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Batch API 0 In Discovery

Generate Chase Letters via the Emailer suites.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.
Becky Graham 10 months ago in IRIS Financials / Future development 1 Already exists

Include Staff Personal Email in Batch API

We would like to pull in personal emails into third party systems like Firefly's School Post so that we can email staff personal emails in high importance circumstances. Similar functionality exists for staff personal mobile numbers.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Batch API 0 In Discovery

Support for Shared Datasets

Shared Datasets are not supported with cloud hosted iSAMS https://support.isams.com/hc/en-us/articles/115013288408-Shared-Data-Set-Not-Supported The SQL Server and Reporting Services used in the cloud platform are version 2016. SQL Reporting Servi...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Analytics & Insights 0 In Discovery

Reporting Suite layout

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Tina Hardy 10 months ago in IRIS Financials / Future development 0 Under Investigation