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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

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PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Making website forms compatible with Google Tags

We would love to use iSAMS forms on our main school website to track registrations for Admissions events like Open Days, but we can't use Google Tags with them, so they're incompatible with our digital advertising campaigns. As a result we have to...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions 0 Awaiting Review

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add Current School Headteacher to a pupil's contact details.

I'd like to email multiple Headteachers of current schools linked to multiple pupils in the Admissions module with one email and an attachment asking them to fill in references for each pupil. How can I get iSAMS email wizard to pull through the e...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

Concerns about Gradebook in Parent Portal

For several years now, there have been no improvements in the Gradebook feature. Currently, gradebooks are only available through the web interface, and many parents are unhappy about this. Each time, we try to explain to parents and students that...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Gradebooks 0 Awaiting Review

Report to download all Documents and Files from a category

Could a process be created to automatically download all files from a category in "Documents & Files" Student Manager. We use a UKVI compliance category for all Appendix D documents and it would be useful to be able to download these by studen...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Student Manager 1 Awaiting Review

Disable Disabling Dashboard Page Cloud Parent Portal

Disabling the dashboard page results in the parent portal when first opened leading to an error message. So perhaps the ability to toggle the dashboard page between enabled/disabled should be removed?
Guest 3 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Cloud Parent Portal Bookmarks

A few suggestions: (1) After selecting a specific bookmark group, it isn't possible to see all bookmarks across all bookmarks groups without going back and then returning to the page. Perhaps a clear filter button or see all group option in the dr...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

New merge fields for Letter Merging V2

Could the following merge fields be added for Letter Merging V2? Academic Year Period - like 2025-2026 Academic Year (short) - like 2025-26 Academic Year Beginning (e.g. 2025) Academic Year End (e.g. 2026) Academic Year Start Date (e.g. 1 Sep...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review