Ideas

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.

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...

When emailing both pupils & contacts in the same email and using Parents Letter Salutation and Pupils Forename it works for the parents but not the pupils. Parents = Dear Mr & Mrs Smith and JohnPupil = Dear John and The AI Help Desk has sa...

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

Currently the exports brings each contact details in separate rows but attached to the same student. Would be good to have one row per student with primary contacts, secondary contacts etc. by columns.

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.

It would be helpful to see emails sent by staff using the "Contact Pupils' Teachers" function on the Wizard Bar within the list of sent emails relating to a pupil in the Communication History section of Student Manager. The icing on the cake would...

We recently noticed that our teachers had access to the communication and email history of all staff with students. This meant that if a student had received emails from multiple staff members, all teachers could view these interactions. Due to GD...

In iSAMS we store their name as its shown on their passport. (Parents) We need a Preferred Name as some do no use their official name.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.