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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

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Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Option to publish individual reports

It would be great to have the option to re run reports for individual pupils rather than having to re run a whole year group when only one pupil's report has been amended and needs re publishing.
Guest about 6 years ago in IRIS Ed:gen & iSAMS / Report Printing 5 Good Feature

Export Wizard - skip to final page

When using an existing export, I would like the option to go straight to the final page instead of pressing the next button lots. It is very rare I want to modify any of the options on an existing export
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Hide/Delete fields in Student Manager Contact Details screen

As part of the recent update on 10 January 2025, new fields have been added to the Contact Details screen to capture contacts nationalities, languages and preferred language. We do not collect or store this information, and would like the option t...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 2 Good Feature

Ability to build a timetable for an applicant BEFORE they start at school

It would be nice to feel like we are 'ready' for students to start by having their timetable sorted. We often get requests from parents/future students to see their timetable before their official enrolement date so they know what its going to loo...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Timetable Manager 5 Awaiting Review

A separate field for student previous addresses

The ISI inspection requires us to keep childrens' previous addresses. It would be helpful to have a field in Student Manager where these could be added rather than having to create additional 'dummy' contacts to hold these.
Guest 12 months ago in IRIS Ed:gen & iSAMS / Student Manager 4 In Discovery

Setting a recurring absence

Some students have recurring appointments but these have to be logged individually. Please could you provide a recurring out of school tick box so that they can be scheduled?
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

Bulk documents upload

I would like to request if we could please allow users to upload documents in the system in bulk to make the process more efficient. At the moment, staff has to upload consent forms, certificates, etc one by one which takes up so much time.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Parent Portal - selecting what parents can see

On our current parent portal we can limit parents on what they can or cannot see, on the new Cloud Portal we see there are a lot of headings.Is there a way of not showing options that we have disabled? Also is there a way of only selecting differe...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review