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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 about 6 hours ago in IRIS Financials / Future development 0 Needs review

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 about 9 hours ago in IRIS Financials 0 Needs review

Make updated agent's registered address to apply to all clients

There should be an option such that a change in the registered office of the customer will automatically update for every individual client
Guest 6 days ago in IRIS Financials / Future development 0 Needs review

Partner for e-procurement

Screwfix - The site managers across our 20 schools are asking if this can be an option.
Guest 21 days ago in IRIS Financials / Future development 0 Needs review

Document Emailer - Automate PO sending when approved

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
Guest about 2 months ago in IRIS Financials 1 Under Investigation

Reports that link to Performance Module

Currently the custom report builder does not link to performance module so you cannot run any custom reports. Adding in this link to performance module would massively improve the reports produced for performance module.
Bethany Lawrence 27 days ago in Every HR / Performance 1 Good Feature

Ability to run full property reports on performance reviews.

Head Teacher/ CEO / Trustees can see a full report within a property that shows all the answers to performance reviews and links with objectives. Instead of individually clicking and downloading every review which is incredibly time consuming.
Bethany Lawrence 27 days ago in Every HR / Performance 1 Good Feature

Performance Review Reminders

Ability to send reminders to line managers and employees when performance reviews are due. The system is also set up for 'cycles' of reviews which works for teaching but doesn't in other areas of the business - the option to have individual due da...
Kim Johnson about 1 month ago in Every HR / Performance 2 Good Feature

Favourites Bar

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference
Guest about 2 months ago in IRIS Financials 0 Under Investigation

Remove 10,000 Row Limit

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...
Guest about 2 months ago in IRIS Financials 1 Already exists