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Fetching Opening Balances from iFinance for Fee Bills

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Cloud Portal Page Arrangement and Customization

We were able to make the Parent Portal simple and objective with only a few pages in the older version - customizing names, menus, their order, etc. This was a huge loss from the previous one, and now we will have to share a longer version and rec...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Parent Portal 1 In Discovery

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Add Golden Footprint in Pupil Profiles

Could the Golden Footprint feature be added to Pupil Profiles after a search by school structure/SEN/academic structure please. Without it, we need to do more clicking to go back to the same page pupil by pupil.
Guest 6 months ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Awaiting Review

Schedule Forms

As a school we use forms all the time, however we cannot schedule them and parents complain that they missed out on opportunities because it was during their work hours (which is also our work hours) - scheduling forms would help this issue!!
Guest 11 months ago in IRIS Parentmail 0

Creating Approver Tag Journey, then selecting which reasons are relevant

To help with config and system maintenance, it would be better if we formed the approver tag journey first e.g. Line Manager < Head Teacher and then selected from a drop down list that we would like to apply this to reasons. Would save time, sp...
Lewis Hattan 22 days ago in Every HR / Absence Management 0 Awaiting Review

Allow customers to bulk upload shift patterns

Currently, if a customer wants to upload a shift pattern to an employee's record they have to perform the action individually. This is time consuming in single schools, however in trusts with 1000+ employees it's completely impossible to dedicate ...
Guest 23 days ago in Every HR / Employees 0 Awaiting Review

Email subscription for news updates

I understand that the opt out/in function for the notification via email subscription is only available for selected modules which excludes news manager or bulletin. We feel that email subscriptions for news and bulletin will be very useful for pa...
Guest 23 days ago in IRIS Ed:gen & iSAMS / News Manager 0 Awaiting Review

Ability to bulk update contact records

If the ability to bulk update pupil records exists, then there should also be an ability to bulk update contact records. Currently, schools have to painstakingly update contacts records individually which is very time consuming.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery

Batch Edit availability in HR Manager Module

It would be really helpful to have same functionality as in Student Manager (Bulk AND Batch edit). Batch Edit would help massively in the HR Manager Module as updating staff information takes really long time even with the Bulk edit functionality ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / HR Manager 2 In Discovery