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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 ...
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, ...

IRIS Ed:gen & iSAMS

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Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Agent Manager to incorprorate Email wizard capability

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Agent Manager 0 Awaiting Review

Electronic Forms - html formatting, especially hyperlinks

When creating an electronic form, we need to be able to format the text. Particularly, we need to be able to add a hyperlink. For example, I want to create a form for parents to select a trip for their student. The parent should be able to click a...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Allow the field 'University' in Further Education area of Student Manager to be available in reports

Being able to enter university destinations for leavers is a good feature, but it is not a field that is available to pull out on any export, nor is that a standard report. It would be useful to have it as part of student export, but also searchab...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

User accounts audit logs

We've had a number of instances of parents being unlinked from their children within the Parent Portal, which we only ever find out when the parents contact us. Recently, a few days before A-Level results, we had a similar issue with a few Student...
Neil Williams 4 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Report by Year and Term of Entry

Independent schools need to be able to forecast and report future intake numbers. There is currently no report, as confirmed by iSAMS support, that will allow you to report by year and/or term of entry for prospects. Analysis of conversion rates a...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Pupil Profiles - Notes and Comments notification

Enable an email notification to be sent to the Form Tutor (or any teacher) whenever a teacher adds a new note/comment in pupil profiles. This should function similarly to the existing notifications triggered when rewards/conduct entries are added.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Profiles 0 Awaiting Review

Allow changing of default fields in exports

When teachers want their class lists, they can access them from the "View Teaching Sets Lists" function of Teaching Manager in the wizard bar. There are some set defaults for this, but some of these default fields aren't useful, and some fields th...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Awaiting Review

Tracking Manager - External data Import

Make it easier to map subjects - add a search to the dropdown of the subjects or allow for copy and paste / drag items down
Guest 2 months ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Awaiting Review