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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
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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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

Daily summary email for tutors and head of year for reward and conduct

Instead of receiving an email notification each time a reward or conduct is given it would be good for tutors and pastoral leads to receive a daily summary notification (around 5pm) which details all the rewards and conducts given out during the d...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Awaiting Review

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

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

Having a total of how many parents/guardians/contacts are in the system currently

Having a total of how many parents/guardians/contacts are in the system currently would help give information to third party providers who link the information to different softwares. At the moment we have to run an export but because we have pare...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Exams

It would be very useful to have the capabilities' of Exams assist under ISAMS all in one place.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / External Exams Manager 1 Awaiting Review

Training & CPD - Report

We are a large organisation with multiple different departments. We need to be able to build a report that confirms who in the organisation, in specific departments, has specific training (ie. who in TPS has a valid First Aid certificate). At the ...
Guest about 1 month ago in Every HR / Training & CPD 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 2 months ago in IRIS Ed:gen & iSAMS / iFinance 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 about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review