It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Extended Business Analysis report - Request for Prior Year Comparatives
The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Able to track pupils in different sets/forms - historical and current
Pupils move from one Set to another over the academic year. Some move form group as well. I can't find a way in iSAMS that can easily track pupils movement. At the moment, we can kind of find the info in Teaching Manager > History, but it's not...
Can data from 3rd Parties be included with the iSAMS data e.g. SOCS, Evolve. Could this also include our own data e.g. CEM data (MidYIS/ALIS), other predictions
historical audit data of who changed the set up of the VAT rates
It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Give users the Designer option without making them Admin?
I would like to give some users the ability to create their own reports in Designer but not also to have the rights of an administrator, so not able to edit/delete someone else's report or change any other system settings. Or add/delete users etc.
Guest
almost 2 years ago
in IRIS Central / App
2
In Discovery
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Auto-populate Set Name to match Set Code when creating a new subject set
At the moment, the Set Name has to be re-entered separately when creating a new set in a subject. I think it will save time if the Set Name can populate automatically while typing in Set Code, as I believe most schools will have the Set Name to be...