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Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Reports on the New Parent Portal Should Be in Reverse Chronological Order

On the new Parent Portal, it looks like academic reports are listed in chronological order, i.e. with the oldest at the top and the newest at the bottom. It would make much more sense, and be much more usable from a parent's perspective, if the ne...
Sarah Kattau over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Already Present

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

"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

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

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

Flagging of inactive tickets

I would like to be able to set a timescale once a ticket is created for action to take place, so say after a set time period whether thats days or weeks a flag is created by the issue to highlight the lack of actions
Guest 3 months ago in Every Compliance / Issues 0

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