Ideas

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Customer requested that it be developed whereby there is a way to bulk import documents into the Policy & Documents module in Compliance. He has many documents & policies that he needs to move across and it will take him a long time to com...

Apparently the Missing Reports tool is not set up to work with Assessment cycles, only with Report cycles. It would be really useful to be able to see which assessments are missing.

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions

When setting up report templates, you can mark comments as private. That flag can then be used in SSRS reports to hide the comment. (Where reports are published directly on the Portals/Apps, I believe this field is obeyed as well.) It would be gre...

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

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...

Once the report cycle opens it would be great if we could set up automatic email reminders for the teaching staff throughout the time the report is open i.e. send a reminder every few days. Whilst this can currently be done with the information ta...

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...