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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

IRIS Ed:gen & iSAMS

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Remove requirement for both a Cost Centre and Department

Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Need field 'preferred surname' for Staff

This feature is being added for students however it would be useful for staff to also have a preferred surname field, as some staff are not legally married but in partnerships and wish to express this.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 1 In Discovery

Dynamic visibility groups?

It would be nice to have a "dynamic" visibility group which includes all current teachers / tutors / housemasters etc of a pupil. So as pupils move through the years, their current teachers can view these types of wellbeing concern. Alternatively,...
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 3 Good Feature

Payment Run BACS Files (should be read only)

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Workflow Action - Add to Student Registers

Currently the only action in Wellbeing Workflow is Create an Indicator, it would make the whole Wellbeing Workflow system much more flexible if the pupil in question could be added to an existing Student Register. e.g. Pupils who are persistently ...
Nicholas Perry over 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Relationship to applicant values list should not contain all contact types

Our list of pupil contact types includes things like family friend, housekeeper and trust. These are not appropriate to have shown in the list of values for relationship to child when someone is completing a registration. Ideally we would have a d...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Admissions Portal 3 Later

Organise custom fields

It would be really useful if we were able to organise existing custom fields with the new custom section feature, for example group together and name (custom section) and use multiple field rows. At present, we can only add new custom fields to cu...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 In Discovery

Delete an Off Games entry

A pupil was marked as "off Games" in error. Would now like to remove the record completely. Reinstate doesn't work as it has already been logged as "archived"
Guest 9 months ago in IRIS Ed:gen & iSAMS / Off Games Manager 0 Good Feature

Sort subject order in Reports Wizard

When entering grades would like the subjects sorted in a specific order at the moment this is completely random. e.g. EYFS have 17 ELG's. These are grouped into different categories\subjects. Communication & Language has 1 & 2 ELG, Physica...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Parent portal- Electronic form- data merge fields for pupil selector

When a parent selects Child A, will the associated form name, yeargroup and tutor names be auto populate, so that the parent does not input here or cause mistakes while inputting these info. The reason being, the parents do not enter the correct d...
Sunitha MC almost 2 years ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery