Help option when you select a function or go to complete a transaction it will then attach the help to guide.
If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Add option to default to correspondence contact type in Email Wizard
Can there be a way to set the default contact type in the Email wizard to correspondence like the older Create Email wizard? Too many teachers are still forgetting to tick the correspondence tick box in contact type when sending emails to tutee pa...
Improve Registration and Entrance Fees UI for Custom Fields
It would be great if custom fields could follow the 2 column layout of the built-in fields. Additionally, the inconsistency between the style of date field between built-in and custom fields is quite jarring.
In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Angela Herbert
about 1 year ago
in IRIS Financials
2
Under Investigation
Create a Confirm and Check button for the email wizard - which you have to press before the mail actually sends.
Create a Confirm and Check button for the email wizard - which you have to press before the mail actually sends in order to avoid sending messages prematurely by accident.
Document Emailer - Further filters added to enhance performance.
Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
To have the ability to log people out from Active Session screen
Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Angela Herbert
over 2 years ago
in IRIS Financials
0
Under Investigation