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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

IRIS Ed:gen & iSAMS

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Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Staff - Transport - Car Registration Numbers

Outside of iSAMS we keep a record of which cars belong to which staff. It would be helpful if we could record this in iSAMS in a more structure way, linked to the HR record for each staff member, rather than in Word/Excel documents as some schools...
Guest 4 months ago in IRIS Ed:gen & iSAMS / HR Manager 3

Export Wizard - Current/Previous School Local Authority

Within 'Admissions' add the 'Current School Local Authority' as an export field. Similar fields for School Address/Type exist already but not Local Authority. This would be useful at the start/end of the year when informing Local Authorities of Le...
Andy Sykes 4 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

To add a custom field (Pupil Email Address:) in teaching manager module to generate a set list report with that field.

Ability to add a custom field (Pupil Email Address:) in teaching manager module to generate a set list report with that field.
Guest 4 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Awaiting Review

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Show staff's photo in Parent Portal School Directory

We've received feedback from a parent suggesting that it would be helpful for them to see the teacher's photo during parent-teacher conferences. Since we already have staff photos in the HR Manager module, it would be great if we could have the op...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

The teacher who created the concern to receive an email receipt.

The teacher who created the concern to receive an email receipt. The email message would be able to be modified by us.
Guest over 5 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

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 about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Ability to add multiple email addresses, phone numbers and addresses for contacts. And Emergency Contact Tickbox

Frequently contacts have work, home, personal mobile and work mobile numbers. I can see no reason why we need to be restricted on the number of fields we could have per contact. The same is true of their home address, second address, holiday addre...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 1 Later

Audit trail to show the API Client Name rather than Client ID

In the audit trail it would be easier to determine who/what made the change by seeing the Client Name rather than the ID. See attached screenshots for more detail.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery