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Fix transactions' analysis code imported to iFinance debtors account from Fee Billing

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Cloud Parent Portal - Manage Pages

We're just starting the process of moving from the old Parent Portal to the new Cloud Parent Portal. Having just completed the iUniversity course I noted that some features will be controlled in both the Cloud Portal Manager and the Parent Portal ...
Neil Williams 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Gradebook --> workbook view

In the gradebook --> workbook view; we are able to pull the gender, form, year, house details next to the learner’s name but unable to pull through any another information a teacher may require while grading a learner. Eg: EAL, Gifted and Talen...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Gradebooks 1 Good Feature

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Reason for change - Filter to AM/PM Only and by Division

The new statutory guidance requires schools to record a reason for change when changing a students registration value. This is only a requirement for AM/PM registers but there is currently no way of filtering to this via the tab. This can be solve...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Now

Feature parity between Leave Request and Quick Actions - Leave Request

Currently if a parent uses communication/leave-requests to submit a leave request they get times and an area to leave a note. We should be able to toggle this note field as being required. Also, if a parent uses the Quick Action from the dashboard...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Parent Portal 3 Awaiting Review

Enable 2FA as default on new accounts

When new accounts are created, currently, Admins need to enable 2FA on the account manually. This can lead to ad-hoc accounts not being protected. In today's climate, it is much more likely that an organisation requires 2FA and will disable it for...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Mail Merge and schedule emails.

We are constantly sending emails to multiple parents that require different information for a particular student. Doing a mail merge in Outlook is time-consuming because we first have to gather the data from iSAMS, transfer it to Excel, and then u...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Student Manager 3 Good Feature

Window with column options to move with the columns

When the tracking columns get further across the screen and you right click on a column to edit/delete etc, the window with this option cannot be seen. It is there but stuck right at the beginning of the columns so you have to scroll back to the f...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Awaiting Review

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review