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IRIS Ed:gen & iSAMS

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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 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Add functionality to create other information forms for prospective parents to complete.

add the ability to create forms linked to fields in the medical manager, documents & files and notes through data fields and custom data fields. Then however many links to hidden web pages can be sent to prospective parents
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Portal 2 Next

IMPORT Set NAME in the same template as CODE so they can be different

ALL you need is another column called SET NAME in the import template. It's an excel spreadsheet... A code is NOT a name. This should be very simple to action, the fields are in the same place and negates the need to auto populate the code. IF a s...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

Add 'Previous Event' to a student from within the student record

We often add applicants into iSams off the back of an event. However, to add them onto the event, we need to create the applicant. Then exit the record, search for them and then add them onto the event via the pink drop-down. It would be good to b...
Andy Sykes over 1 year ago in IRIS Ed:gen & iSAMS / Admissions Manager 0 Good Feature

Auto-populate Set Name to match Set Code when creating a new subject set

At the moment, the Set Name has to be re-entered separately when creating a new set in a subject. I think it will save time if the Set Name can populate automatically while typing in Set Code, as I believe most schools will have the Set Name to be...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Good Feature

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 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Leave request user interface

if there can add fllter function in leave reqesut like others,it is better to search a request in Leave request model,Thanks!
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

Cover - collapse year, free up rooms but not free up teachers

Cover Module - we understand that you can select and "manage timetable suspensions" to collapse a year and free up teachers and rooms. However we would like to be able to collapse a year, free up the rooms - but not free up the teachers. This is n...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Cover Manager 0 Awaiting Review