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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Ideas

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Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Allow 3rd Party data to be included in Central

Can data from 3rd Parties be included with the iSAMS data e.g. SOCS, Evolve. Could this also include our own data e.g. CEM data (MidYIS/ALIS), other predictions
Guest almost 2 years ago in IRIS Central / Analytics 4

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Seating Plans

We really need seating plans to be Snaked with letters/numbers. It is frustrating to see you can only use numbers in snake format, and Letter/number combo in a column format.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / External Exams Manager 0 In Discovery

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Change the emphasis of the buttons when saving form pages.

Change the way the buttons at the bottom of the form look and perform to make it more obvious what is required 'next'. See attached for screenshots.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 Awaiting Review

Admissions Portal Form - Ability to customise auto response when completed

When parents complete an iSAMS Enquiry form, they get a generic message to say that the form has been successfully submited. As this may be the first response from us to the parent, we would like to be able to personalise the message to thank them...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions 0 Awaiting Review

Support parent portal links internally

Presently, if we put a text widget on the home page, and a user clicks on the link going from Dashboard page to School Reports page, the Dashboard button on the menu bar becomes broken in the destination page (in this case, the School Reports page...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Bulk/Group edit school type / update automatically via School

This field is frequently forgotten by Admissions but needed for census, finding UPN data etc etc. It would be really useful to be able to group edit for multiple applicants/pupils. Or, could the school type not be completed automatically via the s...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature