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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...

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Showing 3496

Debtor Transaction Allocation Option

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...
Guest 23 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability for a teacher to flag a set or single report as 'not required'

Given that it is not possible to exclude sets from allocations (see, e.g. https://ideas.isams.com/ideas/MIS-I-2889) nor specify which teachers should write reports for a set (see, e.g. https://ideas.isams.com/ideas/MIS-I-1352), please could consid...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Next

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...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

SCR checks not needed

Allow us to remove checks that we never use, e.g. EEA checks are now obsolete since Brexit Senior Schools do not need Childcare Disqualification checks
Guest 2 months ago in Every HR / Single Central Record 0 Awaiting Review

Check 'Required' check box

For each check the same person can click that a check is 'required' and enters the details. If it is not checked the red/green indicator will stay green. This is prone to errors / potentially to abuse - showing the SCR as up to date when there are...
Guest 2 months ago in Every HR / Single Central Record 0 Awaiting Review

Overseas checks

Each overseas check (criminal records, professional letters and additional overseas checks) include a 'employee has worked overseas' checkbox. It would be helpful to have this separate and all to default to 'not required' if it is not checked.
Guest 2 months ago in Every HR / Single Central Record 0 Awaiting Review

Report should show all columns

Currently, if nobody has a check it does not appear as a column on the report. We need all checks to be in the report, so that it shows we have considered whether each check is needed.
Guest 2 months ago in Every HR / Single Central Record 0 Awaiting Review

Single Central Record Summary Report

The current report is really long and complex and difficult to check. It would help to have a summary report option which includes only Employee Name, Job Title, Employment Start Date plus 3 columns per check: Required Date check completed Checked by
Guest 2 months ago in Every HR / Single Central Record 0 Awaiting Review

Trip payments (products) to also have option to add questions such as lunch options, consent

At the moment we add trips as a product but there is no option to add a question i.e what lunch would your child like, how will they be collected at the end of the day? I am having to add a product for the payment and then a survey to gather furth...
Guest 2 months ago in IRIS School Spider 0