Ideas

Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...

We would like to be able to schedule the release of reports to parents via the Parent Portal. This could be because: There are a number we want to go out simultaneously We want them to go out at a time after the school day We want them to go...

Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.

Screwfix - The site managers across our 20 schools are asking if this can be an option.

The most recent update to Report Printing has changed the process for generating and publishing reports to the parent and student portals. This is fine but as part of this change the function to generate a zip of reports in pdf format has been los...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

It would be helpful to be able to re order our routines under the Manage Routines tab in Portal Publishing. Currently they just seem to come up in the order they were created and as we have quite a few it would be helpful and tidier if we could gr...

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...

Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.