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PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...
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...

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Cloud Portal Dashboard - Ability to rearrange features

It would be useful to be able to re-order the features of the Dashboard. There are times throughout the year where we'd like to make key messages to parents more prominent and therefore move text sections to the top of the page to catch their atte...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Enable Student Register integration with gradebooks

The SEN Register is integrated into Gradebooks, so the flags can be displayed in a gradebooks. We have set up a similar EAL Register and would like to be able to have those register flags. Given there is an Integration section for each Student Reg...
Neil Williams 5 months ago in IRIS Ed:gen & iSAMS / Gradebooks 0 Awaiting Review

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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Add Back to Search Results Button Student Profiles

In the Student Manager/Pupil Manager module, there is a Back to Search Results button when viewing the record of an individual. In the Student Profile/Pupil Profile module, there is no equivalent button. This results in having to re-enter search p...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Student Profiles 4 In Discovery

ideas portal notification

Please could we sign up to be notified when people create new ideas so we can vote on them to drive change and also know what is in development. This would save people creating similar ideas and you have to manage them.
Guest 7 months ago in IRIS Ed:gen & iSAMS / System 1 In Discovery

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Add Pupil to MULTIPLE SETS at once

SO tedious to add one set and then another one using the painful dropdown menu. You need to at least be able to multiple select the sets from the huge dropdown (which also needs to be able to be filtered by year group).
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Good Feature

Allow making set changes in the future or for specific dates

Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Teaching Manager 4 In Discovery

Custom report builder (activities)

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...
Guest 4 months ago in Every Compliance / Compliance 0