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RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest 7 months ago in IRIS Financials 2 Awaiting Further Feedback

Ability to enter a weekly absence for a number of weeks

I need the ability to enter a member of staff absent for the same period for a number of weeks rahter than having to enter the absence infividually. Ie Monday p3 for 6 weeks.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Cover Manager 0 In Discovery

Allow individual permissions on report folders

Before we migrated to iSAMS hosted we were able to set individual AD permissions to SSRS folders of reports which enabled us to hide reports which pulled confidential data such as HR data from some users. Please can iSAMS consider something simila...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Analytics & Insights 6 In Discovery

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 over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Diary - Be Able to Add Custom Fields / Have Template

When you add a Diary, the Medical Team would like to standardise what information should be entered as a minimum. They would like this done either by: Adding Custom Fields Having the Reason field (text box) be populated with certain questions so t...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Restrict ability to add new categories in Medical Centre

We want to have a definite set of categories in the Visit Type/Location/Arrived From/Departed to/Departed by Transport fields, but some medical staff add their own categories on a whim/because nothing quite fits. It would be good to be able to tur...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Broadcast Message shown on Log On

It would be useful to be able to send a message to all users when they log on to the system, for example "Order Deadline is XXXX do not enter any orders after this date" Messages could be added/removed or edited as and when required.
Guest about 1 year ago in IRIS PS Purchasing 0 Awaiting Prioritization

Add Pupils School Emails to Teaching Sets Extract - Wizard Bar

In the Wizard Bar, under Teaching Manager, staff can do a quick extract of their set lists. It would be very useful if student school emails was added to the list of limited fields that are available for them to extract.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 In Discovery

Opening / Closing Bank Reconciliation

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.
laura Evans almost 2 years ago in IRIS Financials 1 Under Investigation

Parent Account

The account made via admissions portal should automatically change from a guest account to a parent account on the parent portal.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 0 In Discovery