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System update/refresh data

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...
Guest 2 days ago in IRIS Ed:gen & iSAMS / Finance 0 Awaiting Review

External Menu to be Stacked on Cloud Portal Manager

Some schools have more than 3 or may add links to external websites, using iSAMS as SSO. The link menu, which is horizontally arranged, made the page wide and problematic to access easily. The classic portal can stack external links on single menu.
Guest 14 days ago in IRIS Ed:gen & iSAMS / Parent Portal 1 Awaiting Review

Dynamic Custom Groups on Student Manager and Fee billing.

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...
Guest 9 days ago in IRIS Ed:gen & iSAMS / Student Manager 2 Awaiting Review

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest about 19 hours ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Feature Request: Missing Vital Fields in /api/registration/absencecodes Endpoint for Reporting

Dear iSAM Support Team, We are writing to request an enhancement to the Retrieves all non-archived absence codes endpoint: /api/registration/absencecodes. Currently, this endpoint is missing several vital fields that are available within the iSAMS...
Guest about 21 hours ago in IRIS Ed:gen & iSAMS / REST API 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 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 2 days ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 2 days ago in IRIS Financials / Future development 1 Planned for a future major release

Attendance data filter so that we can exclude lesson by lesson into Wonde

Currently, Wonde can switch off lesson by lesson to the DfE at their end, but we have no control what is going out. We would like it control it at our end as the inclusion of lesson by lesson has caused discrepancies in the live data the DFE/LA is...
Guest 2 days ago in IRIS Ed:gen & iSAMS / REST API 0 Awaiting Review

Bulk Email Attachments in Email Wizard

We would like to be able to attach a file (i.e. PDF/Word Doc), that is titled with the Student ID, to an email which can be sent to the correct corresponding student. So each student would receive a customised attached file. An example of this is ...
Guest 2 days ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review