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Drag and drop capability iFinance

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Case Management: Sanctions being linked to Employee Record / Case Visibility User End Dates

Within Case Management it would be useful if any severe cases which have led to suspension would be appended to the Employee Record following an outcome - this would flag to HR teams but not be visible for the end user to see Secondly, when adding...
Lewis Hattan 3 months ago in Every HR / Case Management 1 Good Feature

Creditor / Debtors - add TB onto report

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end
Guest 3 months ago in IRIS Financials 1 Under Investigation

Exam level field in teaching manager

We would like a field in the teaching manager that allows you to type an exam level for a course e.g. 77. We used to have this on PASS which was helpful when exporting teaching set data to excel for examination purposes.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Awaiting Review

Probation reminder email

Could I please ask if the wording for the automated message for the probation can be changed. It currently says - Employee probation end date due , An employee's probation end date is approaching - but we use this notification for their 3 months p...
Guest 5 months ago in Every HR / Employee - General 1

Display Preferred Names in Reward & Conduct Manager Notifications

Dear iSAMS, On the Reward and Conduct Manager, teachers have been feedback whether the pupil name can be displayed as Preferred Forename and Surname rather than Forename and Surname when they are given a merit ticket etc. As always, pupils are kno...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 3 Good Feature

contact lookup

Can there be a lookup function for adding existing contacts to a student record, rather than having to add contacts afresh each time? What I mean is a tool whereby, if you need to add a contact, you can first look in a list of existing contacts ac...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 1 In Discovery

Dashboard - Register Absent tab- Sorting by Student Year

On the dashboard, the Register Absent tab is sorted by surname and the table does not allow sorting so teachers can't view students in their year group who are absent. Is it possible to sort the list by year group, and by form instead of by name, ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Academic 2 Awaiting Review

Customer/Supplier Transaction Default Filter to All Transactions

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Consistent use of groups for setting permissions throughout iSAMS

At present we use a user's "Security Profile" to control who has access to Pupil Manager module in iSAMS, and the level of access (read/write/full/etc.). When it comes to setting the granular permissions within Pupil Manager, this is done based on...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Student Manager 0 In Discovery