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Report to highlight outstanding documents due back from Suppliers

The customer wanted a report to highlight outstanding documents that are due back from Suppliers but havent been received yet and a facility to send reminders to supply them
Angela Herbert 17 days ago in Every Compliance / Other 0

Add additional field into the suppliers form

The customer wanted the facility to add additional fields into the suppliers form.
Angela Herbert 17 days ago in Every Compliance / Other 0

Be able to set a Supplier as being on STOP

Be able to set a Supplier as being on STOP. Suggested workaround was to archive them or change their name to being for example "STOP - abc ltd"
Angela Herbert 17 days ago in Every Compliance / Other 0

Within Contracts module have a selection option for budget & ledger codes

Within Contracts module have a selection option for budget & ledger codes that would allow the user to select codes and ledgers as appropriate ie a settings option maybe
Angela Herbert 17 days ago in Every Compliance / Contracts 0

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 17 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Import "Teaching Forms" for Form based Subjects when importing TT

In many schools the majority of subjects are Form Based, so we dont really need teaching sets. This option works well in Teaching Manager, where you can set a subject to be organized in Teaching Sets or by Forms. But then when importing a TT from ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 Awaiting Review

Add the Parental Responsibility selection to Admissions Forms

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - as state schools we mostly need to use this form for initi...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Study Leave for Exams

Managing GCSE/A level registration is an extraordinarily complex task during the summer exam period. We mark all or 5th and U6th Pupils as on Study Leave from May to the end of the academic year, but we need to change that mark on the days/times t...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Awaiting Review

Recognising/Merging Keywords from the Excel Comments Template

It would be immensely helpful if the downloaded report template (Excel) from RW subject comments would recognise and convert the already existing keywords from within the statement bank. This means then being able to use the keywords (e.g. <<...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Awaiting Review

Improvements to the VAT Audit Trail Report

The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review