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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 - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

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Granular control of email wizard message recipients

Staff can benefit from using the email wizard to send bulk messages to pupils in classes, sets and custom groups, but in a school where staff are not permitted to send bulk email to parents this functionality is currently lost due to the need to e...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

View and export lists of documents

With all the updated visa requirements, it would be very useful to be able to view and export a list of the documents that are linked to a child's record. This would help identify where the gaps are without having to go into each record.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Curricular Assignment - assigning students to sets / classes

It would be great to be able to see all student ion a selected cohort and then add them into math sets for example in a tick grid or be able to export set list by subject with all classes in and then correct these and re-import them in SIMS this c...
Kevin Clayton 5 months ago in IRIS Ed:gen & iSAMS / Curriculum Manager 1 Awaiting Review

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Development & Appraisal duration to include Hours not just days, weeks, months, years

I would like to be able to register a three-hour course or training session for a member of staff within the Development and Appraisal section of the Human Resources Module. At the moment, the only options available for course duration are days, w...
Guest 5 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Copy Parent Emails to Staff Custom Group s

When sending an email to a group of pupils' parents via Pupil Manager, it would be hugely helpful to be able to copy relevant staff members into the email. At the moment this can only be done by individually adding the staff members. Since there i...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review