Ideas

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

We find it almost impossible to use Query Builder if we need to include Personal Tutor in the parameters as it lists the user code of the tutor records rather than their name. This makes some tasks far more time-consuming and fiddly than needed. T...

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

We found that the 'Future School Name' field is not available in the Query Builder Search in the Student Manager. We can find the intFutureSchool ID field but not the Future School Name field. This is one of the helpful field to quick track the fo...

Previous school information to be pulled through in student manager in the enrolment tab so it can be seen when looking at a student's contact details. Currently you have to go into admissions to see it in quite a long-winded process.

As if a staff accidentally send an incorrect email we can retrieve it and send a revision.

We need to be able to create labels with the Address Label Wizard that have the Future Form on them.

Becuase our student ID numbers in iSAMS are longer than 11 digits, when we export them to use in other systems like PowerBI, etc., Excel always insists on converting them to Scientific Notation format, which cannot be prevented, which leads to unn...

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...