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Automatic rollover date to change automatically

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Guest 22 days ago in Every Compliance / Contracts 0

Do not send on orders

Would it be possible to create a tick box on the purchasing portal, when creating a new order, " Do Not Send", which if ticked would exclude it from the Document e-mailer function.
Jamie Vincent 19 days ago in IRIS PS Purchasing 2 Needs review

Amend PO once approved

Allowing a PO to amended once approved and have it re-route through the approval process will prevent duplication, save time cancelling and re-raising, and also allow for changes in prices during the purchasing process to be amended, rather than r...
Guest 21 days ago in IRIS PS Purchasing 1 Under Investigation

Add Contracts Category and status to the Contracts summary table as a column header on all sites

This would enable at a glance viewing using the search and sort field, especially handy for a Trust with multi sites. .
Angie Fisher 21 days ago in Every Compliance / Contracts 0

Contracts Administration: Reduce the need for manual intervention

Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...
Guest 22 days ago in Every Compliance / Contracts 0

A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 2 months ago in Every Compliance / Contracts 0

Trust contracts to share to multiple properties

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.
Angela Herbert 2 months ago in Every Compliance / Contracts 0

Be able to create Checklists in contracts to record items that need returning to supplier

Be able to create a Checklists in Contracts module to enable the customer to record items that need returning to supplier. Similar to in Activities.
Angela Herbert 2 months ago in Every Compliance / Contracts 0

Status on summary table in Contracts

To have the ability to view the current status of a contract on the summary table ie overview of whether is Live, Ceased, Notice given
Angela Herbert 2 months ago in Every Compliance / Contracts 0

Voluntary Contribution Payments (NOT DONATIONS)

The Village (Prince Regent Street Trust) have requested to be able to set up a trip with a value, which is a voluntary contribution. Some parents can't pay anything toward the trip, some parents can partial pay or pay in full. Suggestions so far; ...
Sharmaigne Watson over 1 year ago in IRIS PlusPay 0