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Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Exposing Lastupdated field for Batch APIs

Hi, Batch API are traditionally used for larger amounts of data while Rest APIs are used for smaller, live chunks of data. To reduce traffic on Batch APIs, please consider exposing the lastUpdated field and adding an optional filter. For example, ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

Add Pupil to MULTIPLE SETS at once

SO tedious to add one set and then another one using the painful dropdown menu. You need to at least be able to multiple select the sets from the huge dropdown (which also needs to be able to be filtered by year group).
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Good Feature

Allow making set changes in the future or for specific dates

Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Teaching Manager 4 In Discovery

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Adding calendar events lasting multiple days/weeks

Hi, I am creating a new school calendar for teachers, and some events run every day for an entire week or month. Is it possible to add an event with a start and end date—so it spans multiple days—rather than entering the same event multiple times?...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

Students should be linked to their surgery rather than an individual doctor within that surgery.

Most students are registered with a surgery but do not have a specific doctor assigned, as they can see any doctor within that surgery. Currently, when reports are generated, if a doctor is not assigned, the surgery information is excluded. This c...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

ideas portal notification

Please could we sign up to be notified when people create new ideas so we can vote on them to drive change and also know what is in development. This would save people creating similar ideas and you have to manage them.
Guest 7 months ago in IRIS Ed:gen & iSAMS / System 1 In Discovery

Add Back to Search Results Button Student Profiles

In the Student Manager/Pupil Manager module, there is a Back to Search Results button when viewing the record of an individual. In the Student Profile/Pupil Profile module, there is no equivalent button. This results in having to re-enter search p...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Student Profiles 4 In Discovery

Connect Pennylane to Fee Biling

Have a direct connection to the accounting software, Pennylane for billing purposes.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review