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Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Allow Life Event notifications to be sent to all Pupil's Teachers

We have been using Wellbeing Manager for a couple of years now. In the main it has been well received by our safeguarding team and teachers. One of the biggest frustrations however is that Life Event notifications / reminders cannot be set up to b...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Leave Application Form - Email notification

To enable auto-notification via email to designated staff when a Leave Form has been submitted by parents via the Parent Portal. It should include configuration for user to choose - designated tutor, subject teachers AND add designated staff, e.g....
Guest 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Pupil form in the Authorization e-mail

We are using R&C to notify pupils from all segments in our school. We need the pupils' form to be in the authorization e-mail or a filter do send e-mails only to the coordination of that segment, and not to all of them. For example: the Coordi...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 3 Good Feature

Give users the Designer option without making them Admin?

I would like to give some users the ability to create their own reports in Designer but not also to have the rights of an administrator, so not able to edit/delete someone else's report or change any other system settings. Or add/delete users etc.
Guest about 1 year ago in IRIS Central / App 2 In Discovery

Gradebook comments

Show an icon in the cell to indicate a comment exists - very similar to marking a student exempt etc. Our HoD want to add intervention comments after certain assessment points, but there is no indication that a comment exists for that cell. At the...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Gradebooks 0 Good Feature

Control-select in Cover Manager

Paticularly useful for the invigiation workaround, I often need to mark multiple periods as cover not required, which is inefficient in terms of 'clicks'. Ctrl-Select works well in timetable and teaching managers and would be really helpful in Cov...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Cover Manager 0 In Discovery

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review