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Include all data fields in the Report Builder

Customers want to report on all different types of data for various reasons, but not all data fields are available in the report builder or in the pre built reports. Giving them the option to choose any field that they have populated with data and...
Rhys Sharp about 1 year ago in Every HR / Report Builder 0 Good Feature

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 3 In Discovery

Future Boarding Houses to be available as an option for mail/email merges

Please can future boarding houses be an option on mail/email merges, or the ability for us to add new mail merge options ourselves.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Allow Teaching Assistance to use for cover in Cover Manager

In HR Manager > School tab, we entered the TA settings as follows: Teaching staff = No Teaching Assistant = Yes In doing so, we realized it has a major impact on Cover Manager i.e. they no longer on the free list to do cover! Even when we grant...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Cover Manager 0 Awaiting Review

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman almost 2 years ago in IRIS Financials 3 In Development

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 2 years ago in IRIS Ed:gen & iSAMS / HR Manager 2 In Discovery

Deletion of Direct Debit details

It would be helpful if we could delete direct debit details once they have been saved (even via an Administrator only). We have to manually input around 350 new joiner direct debit mandates, so human error is likely and it makes sense to be able t...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Create one form to use across multiple sites instead of creating one for each site.

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.
Jeannie Peace over 1 year ago in IRIS Parentmail 0

Import Pupil Data using CSV

It would be good to have an import option for Student Manager to enter data in bulk. For example, for the newly admitted students, every year, we need enter their emails address one at a time. Considering doing this for 300 students every year whi...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 6 In Discovery

Search Option for Codes within Fee Billing Manager - Cycle View - Charge View

Some of the charge codes that have been set up by previous staff are difficult to find by scrolling as they aren't set up consistently. Would it be possible to have a search function to be able to more easily locate codes.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review