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Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Creating groups to help cleanse data

Is it possible to create groups in the dataset to help cleanse the data and reduce the number of items? Examples Ethnicity (would be good to have 3 most common + other – for us this is White British, Pakistani, Indian, Other). Having lots of small...
Chris Burland over 1 year ago in IRIS Central / Analytics 0

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add number of families (family ID)

It would be great if Family ID could be added so that we can display the number of families in the school.
Sean Corrigan almost 2 years ago in IRIS Central / Analytics 0

Create reports on Teaching Manager data

It would be very useful to see data from Teaching Manager across multiple schools in Central. The type of data that would be useful would be: List of subjects (similar to the Simple Subject Report on iSAMS) Number of teachers linked to a subject (...
Sean Corrigan over 2 years ago in IRIS Central / Analytics 0

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Exam entries report

To have a report that shows exam entries from all schools on central. We manage the entries centrally and to be able to see on central as a overview would be amazing. Would save time on logging into each school to check.
Paul WIlliams almost 2 years ago in IRIS Central / Analytics 1 Planned

Bulk Payment Batch Numbers

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 2

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

NCYearCode to pull through to Central

The NCYearCode from the pupil profile needs to pull through.
Guest over 1 year ago in IRIS Central / Analytics 0 In Discovery