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Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews over 2 years ago in IRIS Analytics & Reporting 2 Already exists

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 almost 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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

HAve the possibility to add two pastoral flags for a pupil

We have different types of flags for different lists pupils are on so this would be really useful
Guest about 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

upload documents to life events

Please can it be designed that documents can be uploaded to life events in well being manager, this can be done in concerns, however there are life events which require documents being made and there fore it would be handy to be able to upload the...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Different overviews depending on role

We would like to be able to set up additional overview panels depending on the role in school. E.g we have some staff who are form tutors and would like to see their form in one place but they are also a HOY and would like to see this information ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery