In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
See opening and closing balances during the reconciliation of bank statements
When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert
over 2 years ago
in IRIS Financials
1
Under Investigation
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 & ...
Asset disposal - revisit to add a description (reason)
After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.
I believe that presently (June 2025), changes to contacts such as deletion of a contact will only be logged for the student where the action was executed at with no log of the action executed in the student's sibling audit. (the audit log accessib...
Include Family Construction in Student Manager/Pupil Manager Audit
I believe that presently (June 2025), changes to family construction which directly affects student contacts are not logged in the audit log for student records (the audit log accessible from header bar) My school was recently investigating an inc...
Amend the School Year in School Terms so that it shows as a true academic year, i.e. 2023/24, 2024/25? At present, the box will only allow 4 digits to be entered and displaying 2024 for a whole school year is confusing.
Future Absences Should Be Included in the Audit Trail
Registers on iSAMS are generated in the early hours, e.g. 3am. Within the Registration Manager module is a future absence system. Using this, we can instruct registers to be pre-populated with absence codes and notes.
So, when the register is gen...
In the Reports Manager > Templates > Edit > Results > Add Result window, like the Numeric Only checkbox, have another one that allows to set a grade boundary and a list of override fields that can have a defined value.