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Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bring back summary of reconciliations

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Angela Herbert about 2 years ago in IRIS Financials / Future development 0 Under Investigation

Archive Private Candidates, rather than Delete

At the moment, it is only possible to remove private candidates from the system when they are 'archived'. It would be a great feature to be able to archive the private candidates and reinstate them at a future date, when necessary. This would allo...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / External Exams Manager 0 In Discovery

Room Cover

When using the locate free objects from the wizard bar to look for free rooms, it would be useful it currently shows rooms that are usually free, but have been reallocated in the room cover module as free. It would be useful if this didn't happen ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Cover Manager 0 In Discovery

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Query Builder - Parent Portal Users

Allow us to build a query to filter out parents that have enrolled, been invited or still need an account created.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Enable Staff to create and edit their own email templates on student manager module

Would it be possible to isolate just the “templates” application from the general “student manager” security settings so it stands alone, which means we can give access to teachers just to edit and create their own templates without having to give...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 0 Good Feature

Amend Booking window for Parents Evening

Please can the booking window for Parents Evenings be amended at any time? I currently have parents evenings open but parents swapping appointments between themselves. If the school have the ability to close the booking window, it allows staff to ...
Guest about 1 year ago in IRIS Parentmail 0