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PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...
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

Showing 399 of 3338

Bulk Delete Accounts of Leavers

I currently run SQL queries to see pupil and staff leavers that have User Accounts remaining. It takes a long time and is prone to error. It would be great to have a view of those accounts that are linked to HR or Pupil records with non-current st...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Ability to add labels to trusted network IPs

As part of a review of our GDPR compliance in iSAMS, it has become apparent that the Trusted Networks list for 2FA would be much enhanced by adding the ability to label each entry. It is remarkably difficult to audit this list when it is literally...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Export BACS18 & Auddis files at preview stage

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Ability to control display of widgets on Dashboard

Currently to remove the Who's Online widget users have the ability to delete for themselves. We would like more central control of these widgets so that we can assign who can/can't see via User Group or Security Profile
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 1