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Filter parents by group

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Jeannie Peace about 1 year ago in IRIS Parentmail 0

Option to refund account balances for dinners

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
Jeannie Peace about 1 year ago in IRIS Parentmail 0

Editing Template Forms

It would be helpful if we could edit templated forms. At present we have to create a whole new one, save it under a new name then delete the old one which is really time consuming when you have a perfectly good one sitting there which could easily...
Guest almost 3 years ago in IRIS Parentmail 1 Awaiting Prioritization

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

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 8 months ago in IRIS Financials / Future development 1 Under Investigation

Add Visa data to Batch API endpoint

Passport data is available but visa data isn't. This is anomalous. REST API is an additional cost. (Because it is designed for third parties?) Batch API can be used in school to extract data internally.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Batch API 4

View/export email communication via API batch so they appear on MSP

Our iSams is integrated with MSP via a batch API. We currently use School Post for most school comms but would like to move to using iSams email wizard. School Post emails sync with MSP so that parents can view their school related emails on their...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Batch API 3 In Discovery

View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest over 2 years ago in IRIS Financials 0 In Development

Add 'Billing Email Address' from the Contact record

Add the field 'Billing Email Address' from the contact record.
Sean Corrigan 3 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Good Feature

Cancelling GRNs

It would be helpful if GRNs or part of could be written off or cancelled and revert back to PORD in order for it to be written off. We are still learning the system and a few items have been progressed in error which need to be cancelled.
Carol Clark 9 months ago in IRIS Financials / Future development 0 Under Investigation