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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
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...

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Add Head of Learning Development to Contact Pupils' Teachers in Wizard bar

When teachers need to contact a pupil's teachers in iSAMS, they use the wizard bar feature, Wizard - send to Head of Le..."Contact Pupils' Teachers." However, there is currently no option to automatically include the Head of Learning Development i...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Academic 0 Awaiting Review

Electronic Forms - html formatting, especially hyperlinks

When creating an electronic form, we need to be able to format the text. Particularly, we need to be able to add a hyperlink. For example, I want to create a form for parents to select a trip for their student. The parent should be able to click a...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Medical Centre - Stock levels per location?

Currently we can set the minimum stock levels for medication/inventory held at school as a whole, but we can't specify minimum levels of medication/inventory for each of the locations - we wouldn't know if a particular location is running low of s...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Detentions history

I have enabled "Discipline" in our options for Parent Portal and can see that they can view Detentions which is fine. As currently it lists all historic data from when we first used iSAMS in 2022. Is there a way of limiting history of data shown f...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Medical Centre Locations - Link in with Control Panel "Manage Buildings and Classrooms"

Rather than having a separate "Location" list in the Medical Centre, could we manage the Locations via the Estate Manager module, where Buildings and Classrooms are already managed? This would be a single place within iSAMS to manage rooms/locatio...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Medical Centre 0 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Default Email Template -Switch

Why do we have the ability to make multiple types of default email settings but yet can't choose the others? When you have a Prep, Senior and Sixth form (all with slight logo changes and background changes to match branding) we have to constantly ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review