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Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
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 about 1 month ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Change iFinance address fields so that they match iSAMS address fields

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Calendar Manager - Parent Portal / Year Group filtering

Adding a calendar event to the Parent Portal doesn't allow filtering by Year Group so that only parents of students in the selected Year Group do see the event. Currently, all parents do see all events, and many are not related to them so it creat...
Guest 29 days ago in IRIS Ed:gen & iSAMS / Calendar Manager / Parent Portal 0 Good Feature

News Manager - Parent Portal / Year Group filtering

Posting news to the Parent Portal doesn't allow filtering by Year Group so that only parents of students in the selected Year Group do see the news. Currently, all parents do see all news, and many are not related to them so it creates noise and c...
Guest 29 days ago in IRIS Ed:gen & iSAMS / News Manager 0 Good Feature

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest 16 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Email history for messages sent from the Timetable mail applet

Looking for a way to view or track email communications sent to pupils from the Timetable mail applet. At present, these messages do not appear under the pupil profile → Communication History → Email History tab. The only record available is in th...
Guest 18 days ago in IRIS Ed:gen & iSAMS / Communications 1 Awaiting Review

Add an 'edit / preview / delete' option to the Daily Bulletin.

Adding items to the Daily Bulletin. As far as I can tell, there's no way to either check what message you have created, check what attachments have been added successfully or edit/delete a bulletin. This is a real problem - especially if you've se...
Guest 18 days ago in IRIS Ed:gen & iSAMS / Daily Bulletin Manager 0 Awaiting Review