I think a relatively simple update would be improving the layout of the weekly notification emails. Currently most staff ignore them because it's just a wall of small text and nothing stands out. If the sections could be separated into boxes with ...
Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company
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 1 month ago
in IRIS Financials
1
Under Investigation
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 1 month ago
in IRIS Financials
0
Under Investigation
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...
On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...
Guest
about 1 month ago
in IRIS Financials
1
Under Investigation
Changing an activity description at MAT level should also change at property level
We set our own descriptions on our MAT, if I were to change a description at MAT level. It doesn't take effect at school level even though they are mapped. This then means you have to go into each property and change each description seperately.
The description that is pre loaded into this activity is out of date, Testing & maintenance of security system, including detectors, cameras, panels etc. Related Bulletin: Building Bulletin 69: Specification, Installation & Maintenance of ...