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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 - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

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Showing 3263

Trust-wide reporting of cases with complete audit trail

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...
Guest about 1 month ago in Every HR / Case Management 1 Good Feature

Support parent portal links internally

Presently, if we put a text widget on the home page, and a user clicks on the link going from Dashboard page to School Reports page, the Dashboard button on the menu bar becomes broken in the destination page (in this case, the School Reports page...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Ability for form responses to self populate data within relevant pupils in Student Manager

This idea involves being able to create a form which a school can send out to gather information they do not currently have (for example, up to date emergency contact details). When an individual responds to the form, the information they input, w...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Facility to gender check and name check reports

It would be useful to have the facility in reports wizard to 'gender check' for pronoun accuracy and to have a 'name check' that flags incorrect spellings of first/preferred names after a reporting deadline has passed.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 Good Feature

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Document Emailer located in Purchasing Suite

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...
Angela Herbert over 1 year ago in IRIS Financials / Future development 0 Planned for a future major release

Reports Manager - Templates

It would be amazing to be able to select multiple templates to delete, copy or archive together and not have to do it to each individual template.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Reports Manager 0 Good Feature

Publish 'own' reports in Wizard bar

When creating a new report in Analytics & Insights, we would like the ability to publish the report in the appropriate section of the wizard bar eg. We created an SEN exam provision report and wanted to publish it under the 'View SEN report' '...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Analytics & Insights 1 Already Present

Cover sessions in timetable - different colour

It would be useful to be able to determine the colour of cover sessions as shown in staff timetables. Currently, the colour is very similar to meetings and so isn't very clear.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Cover Manager 0 In Discovery

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review