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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, ...
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...

IRIS Ed:gen & iSAMS

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AP - Purchase orders - Add Field to allow indication of order being placed

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Audit Changes to Registers and Out of School

it would be useful to be able to audit changes to Registers and Out of School, when i am asked to see why someone has not been registered in a lesson they were not expected to be in, because an OOS record exists for them. Currently i cannot tell i...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

GL drill down to include a subtotal

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Update pupil audit record for all with shared contact

I have updated the country on a parent record. This has been correctly recorded in the audit trail for this pupil, however there is no audit record for the sibling, and their contact was also updated. If a change is made to a contact record, it wo...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Open more than one bulk payment for the same bank

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Create a Batch API to expose Exams Manager Candidates and their identifiers

There is no endpoint to export Candidates for external exams. It is possible to export Exam Entries but I need access to the candidate details in advance of registration. In particular, I need to Scottish Candidate Number associated with a student...
Guest 21 days ago in IRIS Ed:gen & iSAMS / External Exams Manager 0 Awaiting Review

Contact pupil's current teacher

When contacting a pupil's teachers via the wizard bar it would be great if there was an option to email only the teacher that is currently scheduled to be teaching the pupil. This would be particularly useful for our learning support team.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Enquiry date end point be added for current pupils (REST API)

Please could the enquiry date be added as a end point in the REST API for current pupils? Thanks
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review