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Allocation Screen

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process
Guest 7 days ago in IRIS Financials 0 Under Investigation

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Tick box to select live projects

As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc
malc lucas 3 months ago in Every Compliance / Projects 0

Risk Reporting

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report
Victoria Scranage 22 days ago in Every Compliance / Risk 0

Payment Dashboard - Update the Payment Practices Report

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...
Guest 7 days ago in IRIS Financials / Future development 0 Under Investigation

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest 26 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Risk Heat Map Multi-Site

Please may you add the historical heat map data for our risk register at the MAT central site, not just at property level
Victoria Scranage 22 days ago in Every Compliance 0

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Archive at MAT Level

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.
David Morris 23 days ago in Every Compliance / MAT Admin 0

Document approval

The guides do not explain to a user the different between and approve and amendments suggested process. We have more than one approved and if someone suggests an amendment it deletes the whole policy. This is time consuming and a waste of time as ...
Guest 9 days ago in Every Compliance / Documents 0