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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 - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

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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 ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Gathering Feedback - Select All & Post from Item Invoices Listing

We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Storing Confidential Documents in Wellbeing Manager

Good afternoon, It would be really useful if there was a place on the wellbeing manager or somewhere secure, that we can store documents such as wellbeing plans, pupil index, bullying tracking and any confidential documents - without needing to ra...
Guest 18 days ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Awaiting Review

Help with VAT numbers

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...
Guest 18 days ago in IRIS Financials / Future development 0 Needs review

Creditor / Debtors - add TB onto report

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end
Guest about 1 month ago in IRIS Financials 1 Under Investigation

Exam level field in teaching manager

We would like a field in the teaching manager that allows you to type an exam level for a course e.g. 77. We used to have this on PASS which was helpful when exporting teaching set data to excel for examination purposes.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Awaiting Review

Able to delete reports in Assessments and Reports tab

Love the new Assessments and Reports Tab 🤩 Would that be an option to delete the reports? There are times when amendments are made to the reports after they were first published in Manage Run > Portal Publishing. Then another publish was perfor...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Student Manager 3

Quick way to identify students without a photo

Photos these days are used in many areas of the school and are integral for many reasons. Could we pls be able to identify those students WITHOUT a photo as easily as possible so we know where the gaps are. Even if it was a field in the export bui...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery

Mark Staff and Students Former once Leaving Date has passed

Technically this request can be applied to students and staff, but it's more important for staff due to their access to data and iSAMS role as a source of truth for other systems. When a staff account has a leaving date entered, I do not see a goo...
Guest 2 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review