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Warning when Contracts coming up for renewal

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...
Angela Herbert over 2 years ago in IRIS Financials / Future development 0 Awaiting Further Feedback

Single input screen for invoices which identifies POIN / PI to avoid duplicate work

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Guest almost 2 years ago in IRIS Financials / Future development 1 Planned for a future major release

SEN Register - Access Arrangements Notes added to View in other modules

The current view of External Exams - Access Arrangements in other modules such as Student Manager, Registration, Student Profiles etc does not include Access Arrangement Notes - only the Category & Sub Category. Please can this field be added ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Student Registers 0 Awaiting Review

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert over 3 years ago in IRIS Financials 1 Duplicate

Census Improvements

This came up during Workforce Census - If there is a situation where the Destination field for Employee A is empty and needs updating to clear a census error/query, the system won't be able to save this change if Employee B (the line manager) who ...
Guest 8 months ago in Every HR / Workforce Census 0 Awaiting Review

Toil Earned Import Spreadsheet

Helpful for new customers to add both historic data AND ongoing data whilst waiting for system to go live. Currently it is a very long winded system to load individual toil earned items and then also have to approve them individually.
Carmel Hopkins 8 months ago in Every HR / Absence Management 0 Awaiting Review

Hierarchical permission sets

Limit and restrict access to employee records at a more granular level.
Guest over 1 year ago in Every HR / Admin - General 0 In Discovery

Configure Use of Pupil Forename/Preferred name

Within the Student Registers module itself, when you search for pupils, their names come up using their preferred name. Then, when you click into the pupil record, the name at the top of the screen, is the pupil's first name. Additionally, if you ...
Sarah Kattau over 4 years ago in IRIS Ed:gen & iSAMS / Student Registers 0 In Discovery

Visibility Groups should have the ability to filter concerns by Year Group / Division from School Manager

Let me run you through our process: When a concern is logged, we DO NOT give the person logging the ability to assign visibility. This is because we don't want them to add in every person they can think of relating to the child, thinking that they...
Guest over 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Good Feature

Time and Expenses - The field that shows "Total Amount Gross " - can a toggle be put to hide this?

When logging a time claim a school has requested we would rather the Total Amount box within the claim itself is not visible to the staff member as the way the system is calculating the claim total does not always reflect the amount due to the sta...
Guest 8 months ago in Every HR / Time & Expenses 0 Awaiting Review