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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 - 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...

Ideas

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Statement Bank which has a department wise option rather than being shared with the whole school.

It would be helpful if teachers could specify who they are sharing comments with (e.g. other teachers in their year group/department), or alternatively, if shared statements could be filtered by subject and year group.
Guest about 6 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Reporting: preferred name sorting export to Excel

Need to export reports to Excel with preferred name and surname in separate columns and in title case: | PreferredName| Surname |Class | Year | This would be much more helpful when completing mail merge. Currently unable to use data efficiently fo...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Add SMS Wizard to Admissions Manager and to Applicant tab in Student Manager

It would be very useful if SMS Wizard was available in Admissions Manager and on the Applicants tab of Student Manager. The workaround of ticking 'include applicants' when on the Current Students tab is very longwinded and more open to potential e...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Order by record count

The tutors would like to see merit/demerit data in order by most merits / most demerits - and currently you can´t do this
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

Add merge fields to User Notification

Problem : The notification email (Figure 2) sent to the admissions team does not include any contact information for the parent who completed the enquiry. This is already a feature of the parent notification tab of the same form as it is used for ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 In Discovery

Copy Parent Emails to Staff Custom Group s

When sending an email to a group of pupils' parents via Pupil Manager, it would be hugely helpful to be able to copy relevant staff members into the email. At the moment this can only be done by individually adding the staff members. Since there i...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Include "Contact Pupils' Teachers" Emails in Communication History

It would be helpful to see emails sent by staff using the "Contact Pupils' Teachers" function on the Wizard Bar within the list of sent emails relating to a pupil in the Communication History section of Student Manager. The icing on the cake would...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 3 Good Feature

Daily Attendance reports automatically sent to pastoral tutors

In our previous MIS pastoral tutors received a daily report detailing any lateness and/or absences for their students. This was automated and sent a an email. They also received a weekly summary of the same information. How can we achieve this in ...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

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