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Ideas

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Dynamic visibility groups?

It would be nice to have a "dynamic" visibility group which includes all current teachers / tutors / housemasters etc of a pupil. So as pupils move through the years, their current teachers can view these types of wellbeing concern. Alternatively,...
Guest almost 6 years ago in iSAMS / Wellbeing Manager 3 Good Feature

Ability to view documents from within the Payment Run selection screen.

In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned

Allow the Workflows Options in Wellbeing Manager to pull through data from the discipline manager.

It would be useful to have the ability to create workflows off of data from the Discipline Manage. eg Detentions - When a student gets two detentions in a week, an indicator is created
Guest over 3 years ago in iSAMS / Wellbeing Manager 0 Good Feature

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Guest almost 3 years ago in IRIS Financials 1 Planned

Supplier bank details

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Guest over 2 years ago in IRIS Financials 1 Planned

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 5 months ago in IRIS Financials / Future development 1 Already exists

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Guest about 2 years ago in IRIS Financials 1 Planned for a future major release

Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Guest over 1 year ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Guest 11 months ago in IRIS Financials / Future development 0 Duplicate

Filter Staff Member dropdown to filter out ex-staff, or indicate leavers/disabled accounts

The Staff Member dropdown on both Add New Concern, and Add Staff to Visibility lists ALL Users in iSAMS - even those who have left, and have disabled accounts. We need to keep both our User table and Staff table for a period of time to retain hist...
Guest over 2 years ago in iSAMS / Wellbeing Manager 1 Now