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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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I would love to be able to create a registration manager report - per individual pupil - and send that report via email wizard.

Access to registration reports via the email wizard in a merge would be useful.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Reporting Suite layout

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.
Tina Hardy 11 months ago in IRIS Financials / Future development 0 Under Investigation

Reports Font Size

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...
Tina Hardy 11 months ago in IRIS Financials / Future development 1 Will not implement

Management Accounts Report

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.
Tina Hardy 11 months ago in IRIS Financials / Future development 2 Under Investigation

Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy 11 months ago in IRIS Financials / Future development 1 Will not implement

Ability to Disable Guest Accounts Creation and Customize Submission Page

It would be good if the school has control on guest user account creation since the portal belongs to school and the account is being created without our knowledge. From the Admission portal, anyone can create a guest account which we do not want ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Admissions Portal 1 Already Present

Contractors page for 'staff' such as peripatetic teachers and club leaders, as well as the staff page.

Have a separate contractors page for 'staff' such as peripatetic teachers and club leaders, in addition to the staff manager section in order to create a proper separation between those that are employed by the school and those that aren't.
Guest over 4 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

More efficient way to send emergency contact details report to parents to check

We need to know if all contact details held for a child are correct and relevant. As it is only parents/mother/father now visible on the parent portal, it would be good to be able to send a contacts report to all/selected parents for them to be ab...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Better control for School Year on Entry (and Year on Entry)

This appears in some form or another a few times already, but I'd like to suggest not just the removal of specific, old dates, but a better system for determining options available. Either a manual system (so, in Applicants -> Config -> Port...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery

Default option in cover publication options to send emails to affected staff for room changes (unavailable rooms)

Default option in cover publication options to send emails to affected staff for room changes (unavailable rooms). This way, when we use auto publish cover, room changes will be automatically sent to affected staff.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Cover Manager 0 In Discovery