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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

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

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