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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

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

Useful printouts

Could you make it so that we can print out conversations (eg an email or text we have sent or received) without all the random stuff that comes out at the top of the page. I have attached screen shots of what I get but have to print out 2 pages to...
Denise Bickley over 2 years ago in IRIS Reach 3 Will not implement

Audit trail of comms by user, not date

There is no way to see all the communications sent by an individual user. It's always by date and type and often we don't know when and how it was sent. This happens regularly in school and it's hard and slow to find.
Guest over 2 years ago in IRIS Reach 1 Planned

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

Ability to change duration of appointment

Currently 5 min / 10 min etc. Beneficial if able to change in minutes rather than only 5 minutes, 10 minutes etc.
Guest over 1 year ago in IRIS Reach 0

Attendance marks when attending Parents Evening

Recording of Parents attendance to Parents evening - face to face / video. This will give a true reflection of attendance.
Guest over 1 year ago in IRIS Reach 0

Approve expenses via BI authoriser

Allow for BI code to be used instead of line manager
Guest about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later

Add a Yeargroup columm to reports

All our classes except Reception are mixed year groups. Often we need to have year groups shown with the information so it would be really useful to have it as an extra column on all reports please. So children's name, class, year group, as standa...
Denise Bickley almost 2 years ago in IRIS Reach 4