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Select personalised fields in reports

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...
Kath Tooley 8 months ago in IRIS PS Purchasing 1 Already exists

So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!

All parties would benefit. It would dramatically reduce office workload
Guest 8 months ago in IRIS Parentmail 0

Reports > Staff Export - add columns

We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
Neil Williams 8 months ago in IRIS Parentmail 0

Payment History Report

We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Guest 8 months ago in IRIS Parentmail 0

Workflow approval for multiple cost centres

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres
Caroline Hatcher about 2 years ago in IRIS PS Purchasing 2 Awaiting Prioritization

Enable re-ordering of child folders in Tracking

Allow us to arrange the order of child folders in Tracking As you can re-order the models within them, but not the child folders themselves.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 In Discovery

Freeze column panels on tracking manager

It would be very useful if you could freeze the column panels on tracking manager like you can on excel.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Good Feature

Providing feedback

I am setting up workflows currently and receiving support from Advantage. I do not always receive the feedback link within the case resolution email. I think it would be good to have a link attached to each case logged via the Iris platform, where...
Guest 8 months ago in IRIS PS Purchasing 1 Will not implement

Amend Booking window for Parents Evening

Please can the booking window for Parents Evenings be amended at any time? I currently have parents evenings open but parents swapping appointments between themselves. If the school have the ability to close the booking window, it allows staff to ...
Guest 9 months ago in IRIS Parentmail 0

Save timed out requisitions as drafts

It would be really useful if timed out requisitions/orders could be saved as drafts. In a busy school office, there are often interruptions part way through processing a requisition and by the time the staff get back to it, it has timed out meanin...
Vicky Redburn over 1 year ago in IRIS PS Purchasing 0 Awaiting Prioritization