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iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Bulk add applicants to marketing campaign

Bulk add applicants to marketing campaign in the admissions manager
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Awaiting Review

To export a report of parents not yet registered to the portal

We have 1,500 students and I can see in the Student Manager the column "PPS" - showing which parents have accessed the portal. However, i cannot select the column and filter to the parents that haven“t accessed the portal. Which means I have to go...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 1 Already Present

AP - add [Approval by / with ] column to item invoices dasboard

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Duplicate Invoice number across locations

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.
Becky Graham over 1 year ago in IRIS Financials / Future development 0 In Development

Probation period setting

Can the probation period be in the employee settings rather than adding the same information in each individual employee record. The option to extend probation periods could be set in the employee record. Probation periods are (in this case) the s...
Guest about 1 month ago in Every HR / Employee - General 0 Good Feature

Toil Earned Import Spreadsheet

Helpful for new customers to add both historic data AND ongoing data whilst waiting for system to go live. Currently it is a very long winded system to load individual toil earned items and then also have to approve them individually.
Carmel Hopkins about 1 month ago in Every HR / Absence Management 0 Awaiting Review

"Changes you made may not be saved." - When closing modules, as well as when refreshing the page

Could we have the "Changes you made may not be saved." message appear when we close a module? Currently I only see it when I refresh a module (when there's unsaved changes), or when I refresh the iSAMS tab in my browser (regardless of if there are...
Guest 2 months ago in IRIS Ed:gen & iSAMS / System 0 Awaiting Review

Allow override feature in Cover Manager - Rooms

We are coming up against a problematic feature when it comes to rooms in iSAMS. We often have to swap timetabled classes around, but need to use the space we are moving one class from for another timetabled class to move into. This often occurs fo...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Cover Manager 0 Awaiting Review

Limiting the General Absence Reason List by Staff Type

The approval process for Teaching, Non-Teaching and Prep School general absences differs so we have had to triplicate the reasons. Because the list is not alphabetically sorted (I'm pretty sure they used to be), staff have to trawl through a list ...
Imran Gulma 2 months ago in Every HR / Absence Management 1 Good Feature