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PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

IRIS Ed:gen & iSAMS

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Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Dynamic Custom Groups on Student Manager and Fee billing.

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Student Manager 2 In Discovery

Choose fields that appear on Quick View

Most staff do not have access to the whole HR manager module and thus can only look up staff details via the Quick View wizard on the wizard bar. It would be good, therefore, if we could configure which fields show up when using this wizard so tha...
Guest 11 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 In Discovery

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access arrangements export/via set lists

Staff need a way of exporting pupils' access arrangements, by teaching set. It's not currently possible to include these elements on the teaching set list export on the wizard bar, and we cannot add a filter, search column or link via a button in ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / External Exams Manager 1 Awaiting Review

Ability to populate a future Year Group

During the Roll Over, schools are able to populate a future form but not a future year group. The latter would be most helpful, especially at multi-campus sites where the year groups do not necessarily follow sequentially. Plus, there are some sce...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 3 Good Feature

Stop allowing parents adding to schools list in Admissions Portal

On the registration form for new pupils most of the fields are either textboxes or drop down lists. The "Current School" field is a drop down list but also has an "Add School" button, allowing prospective parents to add a school to the list of sch...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 4 In Discovery

Change default text in email wizard

When using Email Wizard (through Student Manager) all our emails come from the same default user - the school name & info@ (school email address). It is not possible to set this yet, but it is time consuming to change each time. It would be a ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Register Alerts on the Teacher App

Please can we have the Alert button that is on registers made available on the Teacher App? This is a very useful tool that is used on the browsers, but is not available on the app. Thanks
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Teacher Portal 6 Later