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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
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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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

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

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

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

Access to INV/POIN

When granting access to create INV in Purchasing, can it automatically give access to POINs
Guest 2 months ago in IRIS Financials 1 Under Investigation

Self Service Locations

On Self Service once user is added, the location access cannot be changed to add or remove access
Guest 2 months ago in IRIS Financials 1 Under Investigation

Replace 'Default' with either 'Yes' or 'No' for the Parental Responsibility field

Currently the Batch API returns the value 'Default' when the Parental Responsibility is either 'Default Value (No)' or 'Default Value (Yes)', making it impossible to know whether the parent actually has parental responsibility or not. This has bee...
Sean Corrigan 2 months ago in IRIS Ed:gen & iSAMS / Batch API 0 Awaiting Review

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

Hide the students set code in cloud parent portal

We would like to have the info that appears in cloud portal>school profile>teaching groups, but hide the set code (please, see attachment)
Guest 4 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review