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Alert for an expiring document - HR Module

If an employee Visa as an example document on HR module is nearing its renewal date, how can I set up a banner or alert to notify me of the remaining days until it expires? An alert is very much important for us.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 3 In Discovery

Email staff personal accounts via iSAMS in bulk

We would like the ability to email staff members personal accounts in bulk via iSAMS. As you can currently via Pupil Manager for pupil accounts.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bulk upload of training details

To be able to update the training records of all staff in one go when they have attended a whole school meeting such as training on INSET days rather than enter on individual training records.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Change default colour scheme

In Designer it is possible to select different high contrast colour schemes would it be possible to create our own colour scheme to match of school branding.
Nicholas Perry about 2 years ago in IRIS Central / Analytics 0

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Admission Stage analysis

Within the enquiry screen. include analysis on the time it takes for students and group of students to move from one stage to another for analysis purposes i.e. the time it has taken from this group of year 7s to move from offered to accepted.
Bradley Allen 4 months ago in IRIS Central / Analytics 0

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review