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Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Data Point for Custom Registers

It would be really useful to have data points for custom registers in Central.
Daryl Brandy about 2 years ago in IRIS Central / Analytics 1

Creating groups to help cleanse data

Is it possible to create groups in the dataset to help cleanse the data and reduce the number of items? Examples Ethnicity (would be good to have 3 most common + other – for us this is White British, Pakistani, Indian, Other). Having lots of small...
Chris Burland over 1 year ago in IRIS Central / Analytics 0

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Add number of families (family ID)

It would be great if Family ID could be added so that we can display the number of families in the school.
Sean Corrigan almost 2 years ago in IRIS Central / Analytics 0

Create reports on Teaching Manager data

It would be very useful to see data from Teaching Manager across multiple schools in Central. The type of data that would be useful would be: List of subjects (similar to the Simple Subject Report on iSAMS) Number of teachers linked to a subject (...
Sean Corrigan over 2 years ago in IRIS Central / Analytics 0

Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Exam entries report

To have a report that shows exam entries from all schools on central. We manage the entries centrally and to be able to see on central as a overview would be amazing. Would save time on logging into each school to check.
Paul WIlliams almost 2 years ago in IRIS Central / Analytics 1 Planned

Meaningful Message for an error on BACS file

On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery