When viewing the Gradeset Elements, the lists are Expanded, by default. Can they please be Compressed by default, so we don't have to keep scrolling up & down the screen to find the one we want. When adding Values to a Gradeset Element, that l...
On the new update, where users do not have access to nominals/accounts, they can still 'see' them except they are 'greyed' out. This is sometimes hard to browse through nominals/accounts as they will have to scroll past the nominals/accounts, they...
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over 1 year ago
in IRIS Financials
1
Awaiting Prioritization
Our Data Analyst is looking into API batch documentation in preparation for us using Gradebooks more comprehensively then we currently are. When he looks on the developer.isams website there is no mention of Gradebooks in any of the Documentation sections.
I imagine many people would benefit from it as it allows for greater flexibility in scraping information for various tasks. For us in particular it would make a lot of positive sense and would be a key factor in us choosing to invest a lot more ti...
It would be helpful to allow groupings in custom reports for any of the modules that offer reports. If one could group reports i.e. have 'heading' that a few reports could sit under and another 'heading' that another few reports could sit under wo...
We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Frequency changes to allow days of week and term times
Allow Activities to be completed on certain days of the week, rather than just 'daily' frequency, as this mean daily activities show as overdue on weekends and need to be falsely completed. Also allow input of term dates to ensure activities are n...
Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Every Compliance - Document - reminders user statistics report
Currently the document - send reminders - user statistics report will show documents that are awaiting to be read for staff who have access to different properties despite not having any documents to read at this specific property.