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Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham about 3 years ago in IRIS Financials 1 Planned for a future major release

Bulk deleting pupils from a register

At the moment it is possible to bulk import new students to Pupil Register but there is no way of bulk deleting them from a register. You need to go to each pupil individually, remove notes and then click "Unassociated". Even marking as "Off Regis...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Student Registers 0 Good Feature

Date registered as a column heading

Add Registration Date as a column in applicants, so you can create an instant Waiting list by date registered. Currently I have to downloads the data into excel and then use a pivot table.
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Extra warning before Deleting a Visit and all associated applicants

When deleting a Visit from an applicants record you are given two options, Remove Applicant and Delete Visit.Can we please have an extra warning when selecting Delete Visit. Underneath the Delete Visit button it currently says 'Delete Visit & ...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

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 10 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Payment Selection - untick all!

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.
Tina Hardy almost 2 years ago in IRIS Financials 2 Duplicate

SOS and Passport Details in Admission Portal Enquiry Form

Between 200 and 250 students are admitted to school each year, so it is preferable to have all the information filled out when submitting the ENQUIRY. If not, we would have to hire someone to enter the missing information or pay for iSAMS services...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Bring back the "reconcile" button on bank reconciliation

In the latest update of v7, the "reconcile" button has disappeared and where it used to bring you up a reconciliation report showing the balance in the bank and the balance in the books, you now have to manually go into the reporting suite, fill i...
Emilia Hodgson almost 2 years ago in IRIS Financials / Future development 0 Duplicate

RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest almost 2 years ago in IRIS Financials 2 Awaiting Further Feedback

Create joint contacts via the API

A popular request from our clients is the ability to create joint contacts in ISAMS instead of separate ones. This is currently not possible via the API. We can only create contacts individually.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 1 In Discovery