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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 - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...

Ideas

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Export Approved Expenses

As with the payroll approval tab, it would be really helpful to have an “Expenses Approved” button. This would avoid the need, when an ad hoc download is required, to change the date in the settings and then remember to revert it back to the origi...
Guest 26 days ago in Every HR / Time & Expenses 0 Awaiting Review

Debtor Transaction Allocation Option

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...
Guest 26 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

SSO Log in on iFinance simplification of log in Screens

We have recently set up and enabled SSO for iFinance. When we click on the SSO sign button, we are directed to a sign in screen where we need to input out email address, and then click sign in. This seems like a redundant process and so it would b...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Cancelling an Email

To be able to cancel an email when you've hit send and it's on the Progress window. (At the moment, there's no facility to be able to recall or cancel an email),
Guest 3 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Customisation of Quick View Pupil Details

Please could you develop the ability to customise the items shown on the Pupil Quick View Details (Wizard Bar > Pupil Manager > Quick View Details)? Specifically, we would like to be able to show whether a pupil has any siblings currently at...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 4 In Discovery

Batch Edit availability in HR Manager Module

It would be really helpful to have same functionality as in Student Manager (Bulk AND Batch edit). Batch Edit would help massively in the HR Manager Module as updating staff information takes really long time even with the Bulk edit functionality ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 2 In Discovery

AP - Purchase orders - Add Field to allow indication of order being placed

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

User accounts audit logs

We've had a number of instances of parents being unlinked from their children within the Parent Portal, which we only ever find out when the parents contact us. Recently, a few days before A-Level results, we had a similar issue with a few Student...
Neil Williams 6 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Copy Pupils into other Sets without Linking

Linking Sets is awful. You need to be able to select a whole set of pupils and COPY them into other subject sets. As soon as you have a class that is not in line with "forms" then there is not a simple way to just copy them over. For example, PE w...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 2 Next

Parents notification of new document in Parent Portal

Parents should receive notifications whenever a new document is added to the parent portal to ensure they remain fully informed and do not miss any important updates.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery