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Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 6 months 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to add student home email addresses to Email Wizard

As iSAMS recommends using the Email Wizard we wish to send out emails to school leavers (those that have just left) but they don't always have access to their school account. On the email wizard it would be beneficial when selecting Pupil users to...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Make the Quantity an integer

Unless I am missing something it seems pointless to have the quantity figure in decimal.
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Template Fields- Preferred Names

We would like email notifications to include the student's preferred name, rather than their first name. When a Reward and Conduct email is created it includes the Pupil name. In many East Asian countries, the first name is a formal name and is no...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Control Panel 1 Awaiting Review

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fixed Assets - Full Year's Depreciation in First Year of Purchase

Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Customise the search results in Pupil/Student Manager

Currently, users can customise the search results by clicking the cog icon in the top-right corner to open their preferences, navigating to the Students tab, and selecting the desired options. However, only a limited number of data fields are avai...
Alan Lee 6 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review