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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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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Drag and drop capability iFinance

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Access arrangements export/via set lists

Staff need a way of exporting pupils' access arrangements, by teaching set. It's not currently possible to include these elements on the teaching set list export on the wizard bar, and we cannot add a filter, search column or link via a button in ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / External Exams Manager 1 Awaiting Review

Preferred Surname in List Name Display - Preferences Module

The 'Preferred Surname' field is a great addition to Student Manager, but it is a bit useless as long as we cannot have the option to display it on the student name list, such as for attendance registration, or Student Manager lists. The option is...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 32 Now

Dynamic Custom Groups on Student Manager and Fee billing.

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Choose fields that appear on Quick View

Most staff do not have access to the whole HR manager module and thus can only look up staff details via the Quick View wizard on the wizard bar. It would be good, therefore, if we could configure which fields show up when using this wizard so tha...
Guest 11 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Enable 2FA as default on new accounts

When new accounts are created, currently, Admins need to enable 2FA on the account manually. This can lead to ad-hoc accounts not being protected. In today's climate, it is much more likely that an organisation requires 2FA and will disable it for...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Customisation of Quick View Pupil Details

Please could you develop the ability to customise the items shown on the Pupil Quick View Details (Wizard Bar > Pupil Manager > Quick View Details)? Specifically, we would like to be able to show whether a pupil has any siblings currently at...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 4 In Discovery